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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 | $267,042 | $201,264+32.7% | $184,185+45.0% | $145,978+82.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.76% | 29.00%-14.2pp | 28.81%-14.1pp | 550.52%-535.8pp |
| Employer contribution / active EE | $17,953 | $7,021+155.7% | $6,426+179.4% | $4,662+285.1% |
| Participant deferral / active EE | $16,355 | $9,806+66.8% | $9,132+79.1% | $6,690+144.5% |
| Admin fee / account holder | $35 | $16,376-99.8% | $13,909-99.7% | $13,400-99.7% |