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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 | $655,033 | $172,111+280.6% | $150,298+335.8% | $137,256+377.2% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 17.66% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.7pp |
| Employer contribution / active EE | $17,119 | $4,636+269.2% | $4,154+312.1% | $4,156+311.9% |
| Participant deferral / active EE | $16,893 | $6,166+174.0% | $5,453+209.8% | $6,407+163.7% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |