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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 | $470,353 | $227,291+106.9% | $214,702+119.1% | $155,188+203.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 59.29% | 60.08%-0.8pp | 54.55%+4.7pp | 148.84%-89.5pp |
| Employer contribution / active EE | $6,250 | $6,772-7.7% | $6,461-3.3% | $4,248+47.1% |
| Participant deferral / active EE | $24,500 | $9,582+155.7% | $9,147+167.9% | $6,531+275.1% |
| Admin fee / account holder | $1 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |