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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 | $591,752 | $185,312+219.3% | $161,489+266.4% | $154,746+282.4% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.7%+14.6pp | 80.7%+12.6pp |
| Annual return | 17.09% | 103.84%-86.8pp | 89.72%-72.6pp | 172.34%-155.2pp |
| Employer contribution / active EE | $9,803 | $4,769+105.6% | $4,268+129.7% | $4,379+123.9% |
| Participant deferral / active EE | $9,248 | $6,350+45.7% | $5,630+64.3% | $6,730+37.4% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |