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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 | $553,206 | $275,752+100.6% | $256,809+115.4% | $198,609+178.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 19.54% | 34.81%-15.3pp | 32.73%-13.2pp | 202.70%-183.2pp |
| Employer contribution / active EE | $16,455 | $7,721+113.1% | $7,263+126.6% | $5,055+225.5% |
| Participant deferral / active EE | $15,566 | $10,037+55.1% | $9,520+63.5% | $6,977+123.1% |
| Admin fee / account holder | $3 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |