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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 | $772,745 | $209,336+269.1% | $197,124+292.0% | $137,256+463.0% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 16.02% | 48.09%-32.1pp | 44.34%-28.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $16,616 | $6,591+152.1% | $6,227+166.8% | $4,156+299.8% |
| Participant deferral / active EE | $20,754 | $9,614+115.9% | $9,135+127.2% | $6,407+223.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |