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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 | $445,009 | $201,372+121.0% | $184,260+141.5% | $145,884+205.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.98% | 29.04%-2.1pp | 28.84%-1.9pp | 551.85%-524.9pp |
| Employer contribution / active EE | $9,108 | $7,024+29.7% | $6,427+41.7% | $4,662+95.3% |
| Participant deferral / active EE | $21,959 | $9,808+123.9% | $9,133+140.4% | $6,690+228.3% |
| Admin fee / account holder | $44 | $16,362-99.7% | $13,898-99.7% | $13,392-99.7% |