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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 | $493,789 | $201,370+145.2% | $184,256+168.0% | $145,897+238.4% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 26.43% | 29.05%-2.6pp | 28.85%-2.4pp | 552.29%-525.9pp |
| Employer contribution / active EE | $25,000 | $7,024+255.9% | $6,427+289.0% | $4,663+436.2% |
| Participant deferral / active EE | $12,313 | $9,808+25.5% | $9,133+34.8% | $6,689+84.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |