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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 | $223,823+169.7% | $211,142+185.9% | $154,746+290.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.20% | 50.39%-35.2pp | 46.84%-31.6pp | 172.34%-157.1pp |
| Employer contribution / active EE | $11,441 | $6,787+68.6% | $6,442+77.6% | $4,379+161.3% |
| Participant deferral / active EE | $19,081 | $9,750+95.7% | $9,284+105.5% | $6,730+183.5% |
| Admin fee / account holder | $32 | $19,707-99.8% | $19,076-99.8% | $14,365-99.8% |