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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 | $509,383 | $172,111+196.0% | $150,298+238.9% | $137,256+271.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.65% | 69.37%-56.7pp | 62.79%-50.1pp | 220.34%-207.7pp |
| Employer contribution / active EE | $4,885 | $4,636+5.4% | $4,154+17.6% | $4,156+17.5% |
| Participant deferral / active EE | $11,680 | $6,166+89.4% | $5,453+114.2% | $6,407+82.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |