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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 | $482,943 | $197,637+144.4% | $177,848+171.5% | $158,982+203.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.18% | 58.77%-44.6pp | 48.33%-34.1pp | 302.99%-288.8pp |
| Employer contribution / active EE | $21,042 | $6,698+214.1% | $5,919+255.5% | $4,763+341.8% |
| Participant deferral / active EE | $24,500 | $8,405+191.5% | $7,714+217.6% | $5,983+309.5% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |