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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 | $298,933 | $199,109+50.1% | $173,730+72.1% | $154,746+93.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 16.23% | 20.02%-3.8pp | 19.96%-3.7pp | 172.34%-156.1pp |
| Employer contribution / active EE | $25,830 | $5,311+386.3% | $4,577+464.3% | $4,379+489.8% |
| Participant deferral / active EE | $25,000 | $7,113+251.5% | $6,326+295.2% | $6,730+271.5% |
| Admin fee / account holder | $20 | $20,916-99.9% | $17,523-99.9% | $14,365-99.9% |