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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 | $1,851,900 | $201,344+819.8% | $184,243+905.1% | $145,877+1169.5% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 11.84% | 29.01%-17.2pp | 28.82%-17.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $11,250 | $7,022+60.2% | $6,427+75.0% | $4,663+141.3% |
| Participant deferral / active EE | $34,375 | $9,807+250.5% | $9,132+276.4% | $6,691+413.8% |
| Admin fee / account holder | $21 | $16,382-99.9% | $13,914-99.9% | $13,402-99.8% |