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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 | $936,659 | $154,228+507.3% | $145,433+544.0% | $137,256+582.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.95% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $7,750 | $4,804+61.3% | $4,554+70.2% | $4,156+86.5% |
| Participant deferral / active EE | $27,250 | $8,216+231.7% | $7,897+245.1% | $6,407+325.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |