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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 | $688,002 | $201,370+241.7% | $184,256+273.4% | $145,897+371.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.45% | 29.05%-10.6pp | 28.85%-10.4pp | 552.29%-533.8pp |
| Employer contribution / active EE | $27,500 | $7,024+291.5% | $6,427+327.9% | $4,663+489.8% |
| Participant deferral / active EE | $30,500 | $9,808+211.0% | $9,133+233.9% | $6,689+356.0% |
| Admin fee / account holder | $60 | $16,364-99.6% | $13,899-99.6% | $13,390-99.6% |