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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 | $652,589 | $201,370+224.1% | $184,256+254.2% | $145,897+347.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.65% | 29.05%-8.4pp | 28.85%-8.2pp | 552.29%-531.6pp |
| Employer contribution / active EE | $7,585 | $7,024+8.0% | $6,427+18.0% | $4,663+62.7% |
| Participant deferral / active EE | $13,833 | $9,808+41.0% | $9,133+51.5% | $6,689+106.8% |
| Admin fee / account holder | $107 | $16,364-99.3% | $13,899-99.2% | $13,390-99.2% |