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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 | $201,264+264.6% | $184,185+298.4% | $145,978+402.7% |
| Participation rate | 78.6% | 87.5%-8.9pp | 86.8%-8.3pp | 80.3%-1.7pp |
| Annual return | 15.43% | 29.00%-13.6pp | 28.81%-13.4pp | 550.52%-535.1pp |
| Employer contribution / active EE | $15,569 | $7,021+121.8% | $6,426+142.3% | $4,662+234.0% |
| Participant deferral / active EE | $18,893 | $9,806+92.7% | $9,132+106.9% | $6,690+182.4% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |