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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 | $627,105 | $176,786+254.7% | $146,643+327.6% | $167,536+274.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.29% | 24.04%-3.7pp | 22.75%-2.5pp | 478.82%-458.5pp |
| Employer contribution / active EE | $5,731 | $5,161+11.0% | $4,137+38.5% | $4,839+18.4% |
| Participant deferral / active EE | $9,035 | $6,440+40.3% | $5,506+64.1% | $6,342+42.5% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |