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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 | $495,931 | $201,370+146.3% | $184,256+169.2% | $145,897+239.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.56% | 29.05%-7.5pp | 28.85%-7.3pp | 552.29%-530.7pp |
| Employer contribution / active EE | $19,369 | $7,024+175.8% | $6,427+201.4% | $4,663+315.4% |
| Participant deferral / active EE | $14,277 | $9,808+45.6% | $9,133+56.3% | $6,689+113.4% |
| Admin fee / account holder | $171 | $16,364-99.0% | $13,899-98.8% | $13,390-98.7% |