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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 | $545,442 | $315,200+73.0% | $238,191+129.0% | $155,188+251.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.1%+22.9pp | 80.8%+19.2pp |
| Annual return | 14.09% | 10.25%+3.8pp | 13.02%+1.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $14,388 | $6,383+125.4% | $5,082+183.1% | $4,248+238.7% |
| Participant deferral / active EE | $15,904 | $8,044+97.7% | $6,726+136.5% | $6,531+143.5% |
| Admin fee / account holder | $0 | $48,031-100.0% | $34,582-100.0% | $14,480-100.0% |