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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 | $201,259+206.3% | $184,200+234.7% | $145,959+322.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.72% | 28.98%-16.3pp | 28.80%-16.1pp | 561.95%-549.2pp |
| Employer contribution / active EE | $11,850 | $7,018+68.8% | $6,424+84.5% | $4,661+154.2% |
| Participant deferral / active EE | $22,500 | $9,806+129.4% | $9,132+146.4% | $6,689+236.4% |
| Admin fee / account holder | $65 | $16,372-99.6% | $13,907-99.5% | $13,398-99.5% |