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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 | $762,382 | $275,752+176.5% | $256,809+196.9% | $198,609+283.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 18.13% | 34.81%-16.7pp | 32.73%-14.6pp | 202.70%-184.6pp |
| Employer contribution / active EE | $14,460 | $7,721+87.3% | $7,263+99.1% | $5,055+186.0% |
| Participant deferral / active EE | $17,650 | $10,037+75.8% | $9,520+85.4% | $6,977+153.0% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |