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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 | $765,286 | $212,386+260.3% | $199,883+282.9% | $138,895+451.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 12.86% | 47.75%-34.9pp | 43.81%-31.0pp | 145.39%-132.5pp |
| Employer contribution / active EE | $23,511 | $6,625+254.9% | $6,261+275.5% | $4,194+460.6% |
| Participant deferral / active EE | $27,438 | $9,617+185.3% | $9,138+200.2% | $6,396+329.0% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |