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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 | $722,659 | $89,370+708.6% | $141,197+411.8% | $72,976+890.3% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 31.14% | 111.88%-80.7pp | 71.41%-40.3pp | 81.02%-49.9pp |
| Employer contribution / active EE | $5,401 | $3,115+73.4% | $4,736+14.0% | $2,440+121.4% |
| Participant deferral / active EE | $12,593 | $5,419+132.4% | $6,710+87.7% | $3,608+249.1% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,265-100.0% | $5,124-100.0% |