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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 | $766,257 | $197,625+287.7% | $177,840+330.9% | $158,966+382.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.94% | 58.76%-36.8pp | 48.32%-26.4pp | 302.95%-281.0pp |
| Employer contribution / active EE | $15,232 | $6,698+127.4% | $5,919+157.4% | $4,762+219.8% |
| Participant deferral / active EE | $19,574 | $8,405+132.9% | $7,714+153.8% | $5,983+227.2% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |