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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 | $485,917 | $84,236+476.9% | $170,435+185.1% | $70,126+592.9% |
| Participation rate | 97.4% | 70.8%+26.5pp | 83.6%+13.8pp | 69.5%+27.8pp |
| Annual return | 18.71% | 23.06%-4.4pp | 205.94%-187.2pp | 73.15%-54.4pp |
| Employer contribution / active EE | $12,554 | $3,387+270.6% | $5,432+131.1% | $2,343+435.9% |
| Participant deferral / active EE | $8,716 | $3,086+182.4% | $4,939+76.5% | $3,332+161.6% |
| Admin fee / account holder | $213 | $5,698-96.3% | $13,881-98.5% | $4,645-95.4% |