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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 | $603,631 | $209,336+188.4% | $197,124+206.2% | $137,256+339.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.20% | 48.09%-32.9pp | 44.34%-29.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $11,441 | $6,591+73.6% | $6,227+83.7% | $4,156+175.3% |
| Participant deferral / active EE | $19,081 | $9,614+98.5% | $9,135+108.9% | $6,407+197.8% |
| Admin fee / account holder | $32 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |