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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 | $212,386+56.5% | $199,883+66.3% | $138,895+139.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 22.32% | 47.75%-25.4pp | 43.81%-21.5pp | 145.39%-123.1pp |
| Employer contribution / active EE | $21,464 | $6,625+224.0% | $6,261+242.8% | $4,194+411.8% |
| Participant deferral / active EE | $19,305 | $9,617+100.7% | $9,138+111.2% | $6,396+201.8% |
| Admin fee / account holder | $143 | $18,233-99.2% | $17,268-99.2% | $12,562-98.9% |