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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 | $502,154 | $209,336+139.9% | $197,124+154.7% | $137,256+265.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 29.34% | 48.09%-18.7pp | 44.34%-15.0pp | 220.34%-191.0pp |
| Employer contribution / active EE | $24,701 | $6,591+274.8% | $6,227+296.7% | $4,156+494.3% |
| Participant deferral / active EE | $10,177 | $9,614+5.9% | $9,135+11.4% | $6,407+58.9% |
| Admin fee / account holder | $131 | $17,308-99.2% | $16,298-99.2% | $12,270-98.9% |