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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 | $276,930 | $209,336+32.3% | $197,124+40.5% | $137,256+101.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.72% | 48.09%-34.4pp | 44.34%-30.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $8,167 | $6,591+23.9% | $6,227+31.1% | $4,156+96.5% |
| Participant deferral / active EE | $17,437 | $9,614+81.4% | $9,135+90.9% | $6,407+172.2% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |