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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 | $518,232 | $275,752+87.9% | $256,809+101.8% | $198,609+160.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 16.90% | 34.81%-17.9pp | 32.73%-15.8pp | 202.70%-185.8pp |
| Employer contribution / active EE | $25,562 | $7,721+231.1% | $7,263+252.0% | $5,055+405.6% |
| Participant deferral / active EE | $14,417 | $10,037+43.6% | $9,520+51.4% | $6,977+106.6% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |