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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 | $322,447 | $174,379+84.9% | $152,093+112.0% | $138,895+132.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.52% | 74.86%-59.3pp | 66.36%-50.8pp | 145.39%-129.9pp |
| Employer contribution / active EE | $15,000 | $4,652+222.5% | $4,175+259.3% | $4,194+257.6% |
| Participant deferral / active EE | $15,000 | $6,159+143.5% | $5,451+175.2% | $6,396+134.5% |
| Admin fee / account holder | $73 | $16,880-99.6% | $14,497-99.5% | $12,562-99.4% |