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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 | $561,768 | $282,059+99.2% | $213,469+163.2% | $154,746+263.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 20.71% | 20.90%-0.2pp | 20.58%+0.1pp | 172.34%-151.6pp |
| Employer contribution / active EE | $41,128 | $6,189+564.5% | $4,994+723.6% | $4,379+839.2% |
| Participant deferral / active EE | $27,786 | $8,186+239.4% | $6,841+306.2% | $6,730+312.8% |
| Admin fee / account holder | $0 | $37,435-100.0% | $27,141-100.0% | $14,365-100.0% |