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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 | $364,719 | $197,625+84.6% | $177,840+105.1% | $158,966+129.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.80% | 58.76%-43.0pp | 48.32%-32.5pp | 302.95%-287.2pp |
| Employer contribution / active EE | $7,523 | $6,698+12.3% | $5,919+27.1% | $4,762+58.0% |
| Participant deferral / active EE | $9,434 | $8,405+12.2% | $7,714+22.3% | $5,983+57.7% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |