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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 | $464,818 | $209,336+122.0% | $197,124+135.8% | $137,256+238.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.23% | 48.09%-30.9pp | 44.34%-27.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $19,630 | $6,591+197.8% | $6,227+215.2% | $4,156+372.3% |
| Participant deferral / active EE | $15,234 | $9,614+58.5% | $9,135+66.8% | $6,407+137.8% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |