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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 | $743,529 | $217,432+242.0% | $185,851+300.1% | $167,553+343.8% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 25.17% | 148.43%-123.3pp | 122.11%-96.9pp | 478.89%-453.7pp |
| Employer contribution / active EE | $10,391 | $5,874+76.9% | $5,168+101.0% | $4,840+114.7% |
| Participant deferral / active EE | $13,278 | $6,357+108.9% | $5,569+138.4% | $6,343+109.3% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |