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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 | $416,758 | $227,291+83.4% | $214,702+94.1% | $155,188+168.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 14.87% | 60.08%-45.2pp | 54.55%-39.7pp | 148.84%-134.0pp |
| Employer contribution / active EE | $11,623 | $6,772+71.6% | $6,461+79.9% | $4,248+173.6% |
| Participant deferral / active EE | $20,774 | $9,582+116.8% | $9,147+127.1% | $6,531+218.1% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |