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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 | $719,611 | $251,004+186.7% | $191,597+275.6% | $138,895+418.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 76.9%+23.1pp | 79.9%+20.1pp |
| Annual return | 12.39% | 31.05%-18.7pp | 27.07%-14.7pp | 145.39%-133.0pp |
| Employer contribution / active EE | $19,079 | $6,226+206.4% | $5,025+279.7% | $4,194+354.9% |
| Participant deferral / active EE | $15,905 | $8,154+95.1% | $6,850+132.2% | $6,396+148.7% |
| Admin fee / account holder | $278 | $31,471-99.1% | $22,799-98.8% | $12,562-97.8% |