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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 | $340,965 | $201,372+69.3% | $184,260+85.0% | $145,884+133.7% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 13.04% | 29.04%-16.0pp | 28.84%-15.8pp | 551.85%-538.8pp |
| Employer contribution / active EE | $10,350 | $7,024+47.4% | $6,427+61.0% | $4,662+122.0% |
| Participant deferral / active EE | $19,125 | $9,808+95.0% | $9,133+109.4% | $6,690+185.9% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |