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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 | $201,344+282.1% | $184,243+317.6% | $145,877+427.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.70% | 29.01%+1.7pp | 28.82%+1.9pp | 551.28%-520.6pp |
| Employer contribution / active EE | $15,566 | $7,022+121.7% | $6,427+142.2% | $4,663+233.8% |
| Participant deferral / active EE | $23,154 | $9,807+136.1% | $9,132+153.5% | $6,691+246.1% |
| Admin fee / account holder | $182 | $16,382-98.9% | $13,914-98.7% | $13,402-98.6% |