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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 | $769,310 | $201,259+282.2% | $184,200+317.6% | $145,959+427.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.70% | 28.98%+1.7pp | 28.80%+1.9pp | 561.95%-531.2pp |
| Employer contribution / active EE | $15,566 | $7,018+121.8% | $6,424+142.3% | $4,661+234.0% |
| Participant deferral / active EE | $23,154 | $9,806+136.1% | $9,132+153.6% | $6,689+246.2% |
| Admin fee / account holder | $182 | $16,372-98.9% | $13,907-98.7% | $13,398-98.6% |