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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 | $504,021 | $110,212+357.3% | $96,534+422.1% | $139,466+261.4% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 14.73% | 26.42%-11.7pp | 25.88%-11.2pp | 373.66%-358.9pp |
| Employer contribution / active EE | $25,570 | $3,620+606.3% | $2,965+762.3% | $4,754+437.9% |
| Participant deferral / active EE | $13,983 | $5,547+152.1% | $4,851+188.2% | $6,712+108.3% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |