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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 | $366,763 | $201,370+82.1% | $184,256+99.1% | $145,897+151.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.70% | 29.05%-12.3pp | 28.85%-12.1pp | 552.29%-535.6pp |
| Employer contribution / active EE | $18,965 | $7,024+170.0% | $6,427+195.1% | $4,663+306.7% |
| Participant deferral / active EE | $15,869 | $9,808+61.8% | $9,133+73.7% | $6,689+137.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |