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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 | $830,168 | $156,398+430.8% | $147,318+463.5% | $138,895+497.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.01% | 78.75%-56.7pp | 70.43%-48.4pp | 145.39%-123.4pp |
| Employer contribution / active EE | $4,530 | $4,853-6.7% | $4,593-1.4% | $4,194+8.0% |
| Participant deferral / active EE | $3,238 | $8,237-60.7% | $7,906-59.0% | $6,396-49.4% |
| Admin fee / account holder | $163 | $14,976-98.9% | $13,708-98.8% | $12,562-98.7% |