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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 | $139,948+234.0% | $121,663+284.2% | $154,746+202.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 15.52% | 230.52%-215.0pp | 147.54%-132.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $18,481 | $3,521+424.9% | $3,020+511.9% | $4,379+322.0% |
| Participant deferral / active EE | $13,623 | $5,629+142.0% | $4,887+178.8% | $6,730+102.4% |
| Admin fee / account holder | $155 | $17,321-99.1% | $14,289-98.9% | $14,365-98.9% |