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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 | $494,544 | $138,386+257.4% | $184,260+168.4% | $80,935+511.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 13.55% | 20.02%-6.5pp | 28.84%-15.3pp | 35.66%-22.1pp |
| Employer contribution / active EE | $14,090 | $4,851+190.5% | $6,427+119.2% | $2,757+411.1% |
| Participant deferral / active EE | $17,754 | $7,076+150.9% | $9,133+94.4% | $4,299+312.9% |
| Admin fee / account holder | $96 | $10,489-99.1% | $13,898-99.3% | $6,924-98.6% |