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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 | $516,633 | $201,264+156.7% | $184,185+180.5% | $145,978+253.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.60% | 29.00%-2.4pp | 28.81%-2.2pp | 550.52%-523.9pp |
| Employer contribution / active EE | $12,500 | $7,021+78.0% | $6,426+94.5% | $4,662+168.1% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |