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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 | $439,437 | $201,370+118.2% | $184,256+138.5% | $145,897+201.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 23.07% | 29.05%-6.0pp | 28.85%-5.8pp | 552.29%-529.2pp |
| Employer contribution / active EE | $29,494 | $7,024+319.9% | $6,427+358.9% | $4,663+532.6% |
| Participant deferral / active EE | $18,250 | $9,808+86.1% | $9,133+99.8% | $6,689+172.8% |
| Admin fee / account holder | $146 | $16,364-99.1% | $13,899-98.9% | $13,390-98.9% |