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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 | $765,495 | $201,344+280.2% | $184,243+315.5% | $145,877+424.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.85% | 29.01%-17.2pp | 28.82%-17.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $9,058 | $7,022+29.0% | $6,427+40.9% | $4,663+94.3% |
| Participant deferral / active EE | $7,911 | $9,807-19.3% | $9,132-13.4% | $6,691+18.2% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |