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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 | $596,623 | $201,370+196.3% | $184,256+223.8% | $145,897+308.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 37.77% | 29.05%+8.7pp | 28.85%+8.9pp | 552.29%-514.5pp |
| Employer contribution / active EE | $27,043 | $7,024+285.0% | $6,427+320.8% | $4,663+480.0% |
| Participant deferral / active EE | $13,983 | $9,808+42.6% | $9,133+53.1% | $6,689+109.0% |
| Admin fee / account holder | $2 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |