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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 | $310,655 | $209,336+48.4% | $197,124+57.6% | $137,256+126.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.31% | 48.09%-32.8pp | 44.34%-29.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $30,891 | $6,591+368.7% | $6,227+396.0% | $4,156+643.3% |
| Participant deferral / active EE | $26,120 | $9,614+171.7% | $9,135+185.9% | $6,407+307.7% |
| Admin fee / account holder | $86 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |