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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 | $227,291+28.6% | $214,702+36.2% | $155,188+88.4% |
| Participation rate | 83.3% | 88.0%-4.6pp | 87.5%-4.1pp | 80.8%+2.5pp |
| Annual return | 15.86% | 60.08%-44.2pp | 54.55%-38.7pp | 148.84%-133.0pp |
| Employer contribution / active EE | $10,752 | $6,772+58.8% | $6,461+66.4% | $4,248+153.1% |
| Participant deferral / active EE | $18,254 | $9,582+90.5% | $9,147+99.6% | $6,531+179.5% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |