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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 | $282,677 | $223,823+26.3% | $211,142+33.9% | $154,746+82.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.65% | 50.39%-30.7pp | 46.84%-27.2pp | 172.34%-152.7pp |
| Employer contribution / active EE | $20,721 | $6,787+205.3% | $6,442+221.6% | $4,379+373.2% |
| Participant deferral / active EE | $11,804 | $9,750+21.1% | $9,284+27.1% | $6,730+75.4% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |