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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 | $201,264+82.2% | $184,185+99.1% | $145,978+151.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.70% | 29.00%-12.3pp | 28.81%-12.1pp | 550.52%-533.8pp |
| Employer contribution / active EE | $18,965 | $7,021+170.1% | $6,426+195.1% | $4,662+306.8% |
| Participant deferral / active EE | $15,869 | $9,806+61.8% | $9,132+73.8% | $6,690+137.2% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |