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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 | $709,968 | $201,259+252.8% | $184,200+285.4% | $145,959+386.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.14% | 28.98%-10.8pp | 28.80%-10.7pp | 561.95%-543.8pp |
| Employer contribution / active EE | $17,561 | $7,018+150.2% | $6,424+173.4% | $4,661+276.8% |
| Participant deferral / active EE | $13,270 | $9,806+35.3% | $9,132+45.3% | $6,689+98.4% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |