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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 | $658,787 | $154,228+327.2% | $145,433+353.0% | $137,256+380.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.27% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $21,999 | $4,804+357.9% | $4,554+383.0% | $4,156+429.3% |
| Participant deferral / active EE | $28,877 | $8,216+251.5% | $7,897+265.7% | $6,407+350.7% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |