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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 | $544,552 | $223,823+143.3% | $211,142+157.9% | $154,746+251.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.13% | 50.39%-37.3pp | 46.84%-33.7pp | 172.34%-159.2pp |
| Employer contribution / active EE | $25,355 | $6,787+273.6% | $6,442+293.6% | $4,379+479.0% |
| Participant deferral / active EE | $15,825 | $9,750+62.3% | $9,284+70.5% | $6,730+135.1% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |