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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 | $779,804 | $201,344+287.3% | $184,243+323.2% | $145,877+434.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.28% | 29.01%-11.7pp | 28.82%-11.5pp | 551.28%-534.0pp |
| Employer contribution / active EE | $27,378 | $7,022+289.9% | $6,427+326.0% | $4,663+487.1% |
| Participant deferral / active EE | $17,713 | $9,807+80.6% | $9,132+94.0% | $6,691+164.7% |
| Admin fee / account holder | $14 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |