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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 | $481,949 | $275,752+74.8% | $256,809+87.7% | $198,609+142.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 26.04% | 34.81%-8.8pp | 32.73%-6.7pp | 202.70%-176.7pp |
| Employer contribution / active EE | $13,311 | $7,721+72.4% | $7,263+83.3% | $5,055+163.3% |
| Participant deferral / active EE | $16,999 | $10,037+69.4% | $9,520+78.6% | $6,977+143.7% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |