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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 | $332,471 | $223,823+48.5% | $211,142+57.5% | $154,746+114.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 22.32% | 50.39%-28.1pp | 46.84%-24.5pp | 172.34%-150.0pp |
| Employer contribution / active EE | $21,464 | $6,787+216.3% | $6,442+233.2% | $4,379+390.2% |
| Participant deferral / active EE | $19,305 | $9,750+98.0% | $9,284+107.9% | $6,730+186.8% |
| Admin fee / account holder | $143 | $19,707-99.3% | $19,076-99.3% | $14,365-99.0% |