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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 | $481,949 | $223,823+115.3% | $211,142+128.3% | $154,746+211.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 26.04% | 50.39%-24.3pp | 46.84%-20.8pp | 172.34%-146.3pp |
| Employer contribution / active EE | $13,311 | $6,787+96.1% | $6,442+106.6% | $4,379+204.0% |
| Participant deferral / active EE | $16,999 | $9,750+74.3% | $9,284+83.1% | $6,730+152.6% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |