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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 | $733,797 | $201,344+264.4% | $184,243+298.3% | $145,877+403.0% |
| Participation rate | 78.6% | 87.5%-8.9pp | 86.8%-8.3pp | 80.3%-1.7pp |
| Annual return | 15.43% | 29.01%-13.6pp | 28.82%-13.4pp | 551.28%-535.9pp |
| Employer contribution / active EE | $15,569 | $7,022+121.7% | $6,427+142.2% | $4,663+233.9% |
| Participant deferral / active EE | $18,893 | $9,807+92.7% | $9,132+106.9% | $6,691+182.4% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |