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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 | $736,189 | $201,370+265.6% | $184,256+299.5% | $145,897+404.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.78% | 29.05%-19.3pp | 28.85%-19.1pp | 552.29%-542.5pp |
| Employer contribution / active EE | $23,118 | $7,024+229.1% | $6,427+259.7% | $4,663+395.8% |
| Participant deferral / active EE | $12,544 | $9,808+27.9% | $9,133+37.3% | $6,689+87.5% |
| Admin fee / account holder | $24 | $16,364-99.9% | $13,899-99.8% | $13,390-99.8% |