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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 | $941,204 | $213,785+340.3% | $185,441+407.5% | $155,188+506.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 17.78% | 19.97%-2.2pp | 20.16%-2.4pp | 148.84%-131.1pp |
| Employer contribution / active EE | $30,000 | $5,393+456.3% | $4,672+542.1% | $4,248+606.3% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |