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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 | $185,312+253.5% | $161,489+305.6% | $154,746+323.3% |
| Participation rate | 94.1% | 82.5%+11.7pp | 78.7%+15.4pp | 80.7%+13.4pp |
| Annual return | 17.66% | 103.84%-86.2pp | 89.72%-72.1pp | 172.34%-154.7pp |
| Employer contribution / active EE | $17,119 | $4,769+259.0% | $4,268+301.1% | $4,379+290.9% |
| Participant deferral / active EE | $16,893 | $6,350+166.0% | $5,630+200.1% | $6,730+151.0% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |