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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 | $646,969 | $70,532+817.3% | $68,948+838.3% | $137,256+371.4% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 20.90% | 32.56%-11.7pp | 28.39%-7.5pp | 220.34%-199.4pp |
| Employer contribution / active EE | $18,635 | $4,355+327.9% | $4,165+347.5% | $4,156+348.4% |
| Participant deferral / active EE | $15,469 | $6,773+128.4% | $6,186+150.1% | $6,407+141.4% |
| Admin fee / account holder | $0 | $7,916-100.0% | $7,539-100.0% | $12,270-100.0% |