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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 | $501,525 | $201,370+149.1% | $184,256+172.2% | $145,897+243.8% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 14.25% | 29.05%-14.8pp | 28.85%-14.6pp | 552.29%-538.0pp |
| Employer contribution / active EE | $7,872 | $7,024+12.1% | $6,427+22.5% | $4,663+68.8% |
| Participant deferral / active EE | $14,945 | $9,808+52.4% | $9,133+63.6% | $6,689+123.4% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |