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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 | $664,900 | $154,228+331.1% | $145,433+357.2% | $137,256+384.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.42% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $14,796 | $4,804+208.0% | $4,554+224.9% | $4,156+256.0% |
| Participant deferral / active EE | $18,540 | $8,216+125.6% | $7,897+134.8% | $6,407+189.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |