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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 | $201,259+116.6% | $184,200+136.7% | $145,959+198.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 45.37% | 28.98%+16.4pp | 28.80%+16.6pp | 561.95%-516.6pp |
| Employer contribution / active EE | $13,802 | $7,018+96.7% | $6,424+114.8% | $4,661+196.1% |
| Participant deferral / active EE | $15,949 | $9,806+62.6% | $9,132+74.6% | $6,689+138.5% |
| Admin fee / account holder | $113 | $16,372-99.3% | $13,907-99.2% | $13,398-99.2% |