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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 | $201,259+820.2% | $184,200+905.4% | $145,959+1168.8% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 11.84% | 28.98%-17.1pp | 28.80%-17.0pp | 561.95%-550.1pp |
| Employer contribution / active EE | $11,250 | $7,018+60.3% | $6,424+75.1% | $4,661+141.4% |
| Participant deferral / active EE | $34,375 | $9,806+250.5% | $9,132+276.4% | $6,689+413.9% |
| Admin fee / account holder | $21 | $16,372-99.9% | $13,907-99.9% | $13,398-99.8% |