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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 | $406,423 | $174,379+133.1% | $152,093+167.2% | $138,895+192.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 26.60% | 74.86%-48.3pp | 66.36%-39.8pp | 145.39%-118.8pp |
| Employer contribution / active EE | $15,631 | $4,652+236.0% | $4,175+274.4% | $4,194+272.7% |
| Participant deferral / active EE | $9,649 | $6,159+56.7% | $5,451+77.0% | $6,396+50.8% |
| Admin fee / account holder | $149 | $16,880-99.1% | $14,497-99.0% | $12,562-98.8% |