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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 | $223,823+30.6% | $211,142+38.5% | $154,746+88.9% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 15.86% | 50.39%-34.5pp | 46.84%-31.0pp | 172.34%-156.5pp |
| Employer contribution / active EE | $10,752 | $6,787+58.4% | $6,442+66.9% | $4,379+145.5% |
| Participant deferral / active EE | $18,254 | $9,750+87.2% | $9,284+96.6% | $6,730+171.2% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |