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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $582,174 | $212,386+174.1% | $199,883+191.3% | $138,895+319.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.71% | 47.75%-31.0pp | 43.81%-27.1pp | 145.39%-128.7pp |
| Employer contribution / active EE | $3,531 | $6,625-46.7% | $6,261-43.6% | $4,194-15.8% |
| Participant deferral / active EE | $14,616 | $9,617+52.0% | $9,138+59.9% | $6,396+128.5% |
| Admin fee / account holder | $236 | $18,233-98.7% | $17,268-98.6% | $12,562-98.1% |