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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 | $495,197 | $251,004+97.3% | $191,597+158.5% | $138,895+256.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 76.9%+23.1pp | 79.9%+20.1pp |
| Annual return | 20.12% | 31.05%-10.9pp | 27.07%-6.9pp | 145.39%-125.3pp |
| Employer contribution / active EE | $3,694 | $6,226-40.7% | $5,025-26.5% | $4,194-11.9% |
| Participant deferral / active EE | $11,502 | $8,154+41.1% | $6,850+67.9% | $6,396+79.8% |
| Admin fee / account holder | $89 | $31,471-99.7% | $22,799-99.6% | $12,562-99.3% |