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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 | $185,830+45.5% | $170,004+59.1% | $139,427+93.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.04% | 60.52%-47.5pp | 53.39%-40.3pp | 373.27%-360.2pp |
| Employer contribution / active EE | $10,802 | $7,591+42.3% | $6,786+59.2% | $4,752+127.3% |
| Participant deferral / active EE | $12,991 | $11,622+11.8% | $10,408+24.8% | $6,711+93.6% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,816-100.0% | $11,404-100.0% |