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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 | $379,399 | $201,264+88.5% | $184,185+106.0% | $145,978+159.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.09% | 29.00%-11.9pp | 28.81%-11.7pp | 550.52%-533.4pp |
| Employer contribution / active EE | $30,470 | $7,021+334.0% | $6,426+374.2% | $4,662+553.6% |
| Participant deferral / active EE | $18,630 | $9,806+90.0% | $9,132+104.0% | $6,690+178.5% |
| Admin fee / account holder | $263 | $16,376-98.4% | $13,909-98.1% | $13,400-98.0% |