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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 | $84,570+665.0% | $85,946+652.8% | $155,188+316.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 20.90% | 35.96%-15.1pp | 31.33%-10.4pp | 148.84%-127.9pp |
| Employer contribution / active EE | $18,635 | $4,651+300.6% | $4,539+310.5% | $4,248+338.7% |
| Participant deferral / active EE | $15,469 | $5,847+164.6% | $5,465+183.1% | $6,531+136.8% |
| Admin fee / account holder | $0 | $12,225-100.0% | $11,250-100.0% | $14,480-100.0% |