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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 | $292,365 | $212,386+37.7% | $199,883+46.3% | $138,895+110.5% |
| Participation rate | 83.3% | 87.4%-4.0pp | 86.8%-3.4pp | 79.9%+3.4pp |
| Annual return | 15.86% | 47.75%-31.9pp | 43.81%-28.0pp | 145.39%-129.5pp |
| Employer contribution / active EE | $10,752 | $6,625+62.3% | $6,261+71.7% | $4,194+156.4% |
| Participant deferral / active EE | $18,254 | $9,617+89.8% | $9,138+99.8% | $6,396+185.4% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |