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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 | $276,172 | $197,637+39.7% | $177,848+55.3% | $158,982+73.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.24% | 58.77%-50.5pp | 48.33%-40.1pp | 302.99%-294.7pp |
| Employer contribution / active EE | $29,850 | $6,698+345.6% | $5,919+404.3% | $4,763+526.7% |
| Participant deferral / active EE | $22,620 | $8,405+169.1% | $7,714+193.2% | $5,983+278.0% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |