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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 | $155,555+433.7% | $146,866+465.3% | $155,188+434.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 22.01% | 115.41%-93.4pp | 102.85%-80.8pp | 148.84%-126.8pp |
| Employer contribution / active EE | $4,530 | $4,647-2.5% | $4,425+2.4% | $4,248+6.6% |
| Participant deferral / active EE | $3,238 | $8,044-59.8% | $7,759-58.3% | $6,531-50.4% |
| Admin fee / account holder | $163 | $14,755-98.9% | $13,620-98.8% | $14,480-98.9% |