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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 | $156,398+325.1% | $147,318+351.3% | $138,895+378.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.42% | 78.75%-64.3pp | 70.43%-56.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $14,796 | $4,853+204.9% | $4,593+222.2% | $4,194+252.8% |
| Participant deferral / active EE | $18,540 | $8,237+125.1% | $7,906+134.5% | $6,396+189.9% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |