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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 | $921,965 | $197,625+366.5% | $177,840+418.4% | $158,966+480.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 25.70% | 58.76%-33.1pp | 48.32%-22.6pp | 302.95%-277.2pp |
| Employer contribution / active EE | $24,596 | $6,698+267.2% | $5,919+315.6% | $4,762+416.4% |
| Participant deferral / active EE | $16,608 | $8,405+97.6% | $7,714+115.3% | $5,983+177.6% |
| Admin fee / account holder | $59 | $15,405-99.6% | $12,431-99.5% | $11,250-99.5% |