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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 | $471,840 | $183,627+157.0% | $155,602+203.2% | $145,978+223.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.99% | 61.32%-44.3pp | 64.81%-47.8pp | 550.52%-533.5pp |
| Employer contribution / active EE | $21,090 | $5,316+296.7% | $4,675+351.1% | $4,662+352.4% |
| Participant deferral / active EE | $6,205 | $6,466-4.0% | $5,629+10.2% | $6,690-7.2% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |