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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 | $308,720 | $185,883+66.1% | $170,043+81.6% | $139,466+121.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.70% | 60.54%-40.8pp | 53.40%-33.7pp | 373.66%-354.0pp |
| Employer contribution / active EE | $24,928 | $7,596+228.2% | $6,790+267.1% | $4,754+424.4% |
| Participant deferral / active EE | $10,400 | $11,626-10.5% | $10,410-0.1% | $6,712+54.9% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |