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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 | $887,559 | $201,372+340.8% | $184,260+381.7% | $145,884+508.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.07% | 29.04%-13.0pp | 28.84%-12.8pp | 551.85%-535.8pp |
| Employer contribution / active EE | $14,068 | $7,024+100.3% | $6,427+118.9% | $4,662+201.7% |
| Participant deferral / active EE | $12,536 | $9,808+27.8% | $9,133+37.3% | $6,690+87.4% |
| Admin fee / account holder | $22 | $16,362-99.9% | $13,898-99.8% | $13,392-99.8% |