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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 | $307,120 | $201,370+52.5% | $184,256+66.7% | $145,897+110.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 35.55% | 29.05%+6.5pp | 28.85%+6.7pp | 552.29%-516.7pp |
| Employer contribution / active EE | $13,313 | $7,024+89.5% | $6,427+107.1% | $4,663+185.5% |
| Participant deferral / active EE | $16,968 | $9,808+73.0% | $9,133+85.8% | $6,689+153.7% |
| Admin fee / account holder | $61 | $16,364-99.6% | $13,899-99.6% | $13,390-99.5% |