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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 | $625,235 | $127,387+390.8% | $115,038+443.5% | $125,389+398.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 24.61% | 31.28%-6.7pp | 26.14%-1.5pp | 282.24%-257.6pp |
| Employer contribution / active EE | $18,250 | $5,166+253.3% | $4,608+296.1% | $4,866+275.0% |
| Participant deferral / active EE | $19,500 | $6,423+203.6% | $6,026+223.6% | $5,352+264.4% |
| Admin fee / account holder | $10 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |