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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 | $789,872 | $162,136+387.2% | $152,301+418.6% | $154,746+410.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.50% | 91.02%-74.5pp | 80.50%-64.0pp | 172.34%-155.8pp |
| Employer contribution / active EE | $5,784 | $4,890+18.3% | $4,624+25.1% | $4,379+32.1% |
| Participant deferral / active EE | $22,875 | $8,341+174.3% | $8,004+185.8% | $6,730+239.9% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |