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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 | $464,818 | $212,386+118.9% | $199,883+132.5% | $138,895+234.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.23% | 47.75%-30.5pp | 43.81%-26.6pp | 145.39%-128.2pp |
| Employer contribution / active EE | $19,630 | $6,625+196.3% | $6,261+213.5% | $4,194+368.0% |
| Participant deferral / active EE | $15,234 | $9,617+58.4% | $9,138+66.7% | $6,396+138.2% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |