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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 | $778,312 | $201,370+286.5% | $184,256+322.4% | $145,897+433.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.17% | 29.05%-10.9pp | 28.85%-10.7pp | 552.29%-534.1pp |
| Employer contribution / active EE | $26,140 | $7,024+272.2% | $6,427+306.7% | $4,663+460.6% |
| Participant deferral / active EE | $17,370 | $9,808+77.1% | $9,133+90.2% | $6,689+159.7% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |