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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 | $625,853 | $154,228+305.8% | $145,433+330.3% | $137,256+356.0% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 15.17% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $14,325 | $4,804+198.2% | $4,554+214.5% | $4,156+244.7% |
| Participant deferral / active EE | $17,604 | $8,216+114.3% | $7,897+122.9% | $6,407+174.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |