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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 | $337,417 | $197,625+70.7% | $177,840+89.7% | $158,966+112.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.97% | 58.76%-50.8pp | 48.32%-40.4pp | 302.95%-295.0pp |
| Employer contribution / active EE | $12,282 | $6,698+83.4% | $5,919+107.5% | $4,762+157.9% |
| Participant deferral / active EE | $9,750 | $8,405+16.0% | $7,714+26.4% | $5,983+63.0% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |