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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 | $209,336+164.3% | $197,124+180.6% | $137,256+303.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.54% | 48.09%-28.5pp | 44.34%-24.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $16,455 | $6,591+149.7% | $6,227+164.2% | $4,156+295.9% |
| Participant deferral / active EE | $15,566 | $9,614+61.9% | $9,135+70.4% | $6,407+143.0% |
| Admin fee / account holder | $3 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |