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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 | $884,791 | $201,370+339.4% | $184,256+380.2% | $145,897+506.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.30% | 29.05%-14.7pp | 28.85%-14.5pp | 552.29%-538.0pp |
| Employer contribution / active EE | $17,779 | $7,024+153.1% | $6,427+176.6% | $4,663+281.3% |
| Participant deferral / active EE | $23,000 | $9,808+134.5% | $9,133+151.8% | $6,689+243.8% |
| Admin fee / account holder | $58 | $16,364-99.6% | $13,899-99.6% | $13,390-99.6% |