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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 | $770,880 | $209,336+268.3% | $197,124+291.1% | $137,256+461.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.58% | 48.09%-33.5pp | 44.34%-29.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $7,861 | $6,591+19.3% | $6,227+26.2% | $4,156+89.1% |
| Participant deferral / active EE | $15,250 | $9,614+58.6% | $9,135+66.9% | $6,407+138.0% |
| Admin fee / account holder | $192 | $17,308-98.9% | $16,298-98.8% | $12,270-98.4% |