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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 | $535,269 | $141,001+279.6% | $112,228+376.9% | $139,487+283.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.25% | 32.75%-14.5pp | 30.23%-12.0pp | 373.84%-355.6pp |
| Employer contribution / active EE | $8,257 | $4,285+92.7% | $3,432+140.6% | $4,755+73.7% |
| Participant deferral / active EE | $24,581 | $5,877+318.2% | $4,800+412.1% | $6,713+266.2% |
| Admin fee / account holder | $121 | $9,959-98.8% | $7,752-98.4% | $11,407-98.9% |