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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 | $435,989 | $201,372+116.5% | $184,260+136.6% | $145,884+198.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 45.37% | 29.04%+16.3pp | 28.84%+16.5pp | 551.85%-506.5pp |
| Employer contribution / active EE | $13,802 | $7,024+96.5% | $6,427+114.7% | $4,662+196.0% |
| Participant deferral / active EE | $15,949 | $9,808+62.6% | $9,133+74.6% | $6,690+138.4% |
| Admin fee / account holder | $113 | $16,362-99.3% | $13,898-99.2% | $13,392-99.2% |