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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 | $239,571+134.5% | $183,328+206.4% | $137,256+309.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 20.71% | 35.69%-15.0pp | 29.67%-9.0pp | 220.34%-199.6pp |
| Employer contribution / active EE | $41,128 | $6,148+569.0% | $5,055+713.6% | $4,156+889.6% |
| Participant deferral / active EE | $27,786 | $7,995+247.5% | $6,795+308.9% | $6,407+333.7% |
| Admin fee / account holder | $0 | $30,059-100.0% | $21,427-100.0% | $12,270-100.0% |