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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 | $397,817 | $197,637+101.3% | $177,848+123.7% | $158,982+150.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 19.75% | 58.77%-39.0pp | 48.33%-28.6pp | 302.99%-283.2pp |
| Employer contribution / active EE | $11,818 | $6,698+76.4% | $5,919+99.7% | $4,763+148.1% |
| Participant deferral / active EE | $14,206 | $8,405+69.0% | $7,714+84.2% | $5,983+137.4% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |