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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 | $546,998 | $135,956+302.3% | $123,894+341.5% | $273,972+99.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.41% | 56.63%-48.2pp | 47.52%-39.1pp | 41.46%-33.0pp |
| Employer contribution / active EE | $15,813 | $5,170+205.9% | $4,617+242.5% | $4,869+224.8% |
| Participant deferral / active EE | $14,023 | $6,343+121.1% | $5,984+134.3% | $5,287+165.2% |
| Admin fee / account holder | $104 | $9,817-98.9% | $8,357-98.8% | $10,133-99.0% |