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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 | $469,010 | $212,386+120.8% | $199,883+134.6% | $138,895+237.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 12.64% | 47.75%-35.1pp | 43.81%-31.2pp | 145.39%-132.8pp |
| Employer contribution / active EE | $27,250 | $6,625+311.3% | $6,261+335.2% | $4,194+549.7% |
| Participant deferral / active EE | $15,500 | $9,617+61.2% | $9,138+69.6% | $6,396+142.3% |
| Admin fee / account holder | $58 | $18,233-99.7% | $17,268-99.7% | $12,562-99.5% |