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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 | $488,184 | $223,823+118.1% | $211,142+131.2% | $154,746+215.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.02% | 50.39%-31.4pp | 46.84%-27.8pp | 172.34%-153.3pp |
| Employer contribution / active EE | $10,939 | $6,787+61.2% | $6,442+69.8% | $4,379+149.8% |
| Participant deferral / active EE | $17,443 | $9,750+78.9% | $9,284+87.9% | $6,730+159.2% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |