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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 | $616,522 | $201,372+206.2% | $184,260+234.6% | $145,884+322.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.72% | 29.04%-16.3pp | 28.84%-16.1pp | 551.85%-539.1pp |
| Employer contribution / active EE | $11,850 | $7,024+68.7% | $6,427+84.4% | $4,662+154.2% |
| Participant deferral / active EE | $22,500 | $9,808+129.4% | $9,133+146.4% | $6,690+236.3% |
| Admin fee / account holder | $65 | $16,362-99.6% | $13,898-99.5% | $13,392-99.5% |