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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 | $692,206 | $275,752+151.0% | $256,809+169.5% | $198,609+248.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 14.59% | 34.81%-20.2pp | 32.73%-18.1pp | 202.70%-188.1pp |
| Employer contribution / active EE | $21,721 | $7,721+181.3% | $7,263+199.1% | $5,055+329.7% |
| Participant deferral / active EE | $14,614 | $10,037+45.6% | $9,520+53.5% | $6,977+109.5% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |