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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 | $498,018 | $201,264+147.4% | $184,185+170.4% | $145,978+241.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.06% | 29.00%-14.9pp | 28.81%-14.8pp | 550.52%-536.5pp |
| Employer contribution / active EE | $25,912 | $7,021+269.1% | $6,426+303.3% | $4,662+455.8% |
| Participant deferral / active EE | $17,363 | $9,806+77.1% | $9,132+90.1% | $6,690+159.5% |
| Admin fee / account holder | $57 | $16,376-99.7% | $13,909-99.6% | $13,400-99.6% |