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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 | $468,827 | $201,264+132.9% | $184,185+154.5% | $145,978+221.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.07% | 29.00%-12.9pp | 28.81%-12.7pp | 550.52%-534.5pp |
| Employer contribution / active EE | $22,427 | $7,021+219.4% | $6,426+249.0% | $4,662+381.1% |
| Participant deferral / active EE | $11,900 | $9,806+21.4% | $9,132+30.3% | $6,690+77.9% |
| Admin fee / account holder | $49 | $16,376-99.7% | $13,909-99.6% | $13,400-99.6% |