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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 | $358,529 | $227,597+57.5% | $189,575+89.1% | $167,536+114.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.26% | 78.44%-61.2pp | 64.19%-46.9pp | 478.82%-461.6pp |
| Employer contribution / active EE | $15,282 | $5,316+187.5% | $4,412+246.4% | $4,839+215.8% |
| Participant deferral / active EE | $8,667 | $7,002+23.8% | $6,174+40.4% | $6,342+36.6% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |