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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 | $718,587 | $124,213+478.5% | $118,106+508.4% | $154,746+364.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 11.94% | 18.29%-6.4pp | 19.44%-7.5pp | 172.34%-160.4pp |
| Employer contribution / active EE | $27,109 | $4,905+452.7% | $4,698+477.0% | $4,379+519.1% |
| Participant deferral / active EE | $18,673 | $6,859+172.2% | $6,619+182.1% | $6,730+177.4% |
| Admin fee / account holder | $0 | $9,627-100.0% | $8,973-100.0% | $14,365-100.0% |