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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 | $338,446 | $212,386+59.4% | $199,883+69.3% | $138,895+143.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.74% | 47.75%-33.0pp | 43.81%-29.1pp | 145.39%-130.7pp |
| Employer contribution / active EE | $8,089 | $6,625+22.1% | $6,261+29.2% | $4,194+92.9% |
| Participant deferral / active EE | $4,356 | $9,617-54.7% | $9,138-52.3% | $6,396-31.9% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |