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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 | $467,371 | $132,634+252.4% | $115,768+303.7% | $137,256+240.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.52% | 160.70%-145.2pp | 100.46%-84.9pp | 220.34%-204.8pp |
| Employer contribution / active EE | $18,481 | $3,360+450.1% | $2,940+528.6% | $4,156+344.7% |
| Participant deferral / active EE | $13,623 | $5,619+142.5% | $4,917+177.1% | $6,407+112.6% |
| Admin fee / account holder | $155 | $15,028-99.0% | $12,439-98.8% | $12,270-98.7% |