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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 | $181,062+78.1% | $158,223+103.8% | $155,188+107.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.52% | 57.39%-41.9pp | 52.09%-36.6pp | 148.84%-133.3pp |
| Employer contribution / active EE | $15,000 | $4,565+228.6% | $4,109+265.1% | $4,248+253.1% |
| Participant deferral / active EE | $15,000 | $6,134+144.5% | $5,467+174.4% | $6,531+129.7% |
| Admin fee / account holder | $73 | $18,825-99.6% | $16,047-99.5% | $14,480-99.5% |