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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 | $435,721 | $201,372+116.4% | $184,260+136.5% | $145,884+198.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.59% | 29.04%-14.5pp | 28.84%-14.3pp | 551.85%-537.3pp |
| Employer contribution / active EE | $17,708 | $7,024+152.1% | $6,427+175.5% | $4,662+279.8% |
| Participant deferral / active EE | $7,283 | $9,808-25.7% | $9,133-20.3% | $6,690+8.9% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |