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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 | $270,393 | $185,905+45.4% | $170,057+59.0% | $139,487+93.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.04% | 60.56%-47.5pp | 53.42%-40.4pp | 373.84%-360.8pp |
| Employer contribution / active EE | $10,802 | $7,597+42.2% | $6,790+59.1% | $4,755+127.2% |
| Participant deferral / active EE | $12,991 | $11,627+11.7% | $10,411+24.8% | $6,713+93.5% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |