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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 | $540,417 | $201,370+168.4% | $184,256+193.3% | $145,897+270.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.62% | 29.05%-15.4pp | 28.85%-15.2pp | 552.29%-538.7pp |
| Employer contribution / active EE | $14,448 | $7,024+105.7% | $6,427+124.8% | $4,663+209.9% |
| Participant deferral / active EE | $10,997 | $9,808+12.1% | $9,133+20.4% | $6,689+64.4% |
| Admin fee / account holder | $6 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |