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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 | $370,241 | $201,264+84.0% | $184,185+101.0% | $145,978+153.6% |
| Participation rate | 92.9% | 87.5%+5.4pp | 86.8%+6.0pp | 80.3%+12.6pp |
| Annual return | 14.33% | 29.00%-14.7pp | 28.81%-14.5pp | 550.52%-536.2pp |
| Employer contribution / active EE | $17,436 | $7,021+148.4% | $6,426+171.4% | $4,662+274.0% |
| Participant deferral / active EE | $14,133 | $9,806+44.1% | $9,132+54.8% | $6,690+111.3% |
| Admin fee / account holder | $81 | $16,376-99.5% | $13,909-99.4% | $13,400-99.4% |