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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 | $300,729 | $212,386+41.6% | $199,883+50.5% | $138,895+116.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 13.56% | 47.75%-34.2pp | 43.81%-30.2pp | 145.39%-131.8pp |
| Employer contribution / active EE | $18,208 | $6,625+174.9% | $6,261+190.8% | $4,194+334.1% |
| Participant deferral / active EE | $10,967 | $9,617+14.0% | $9,138+20.0% | $6,396+71.5% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |