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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 | $382,699 | $212,386+80.2% | $199,883+91.5% | $138,895+175.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 20.19% | 47.75%-27.6pp | 43.81%-23.6pp | 145.39%-125.2pp |
| Employer contribution / active EE | $17,458 | $6,625+163.5% | $6,261+178.8% | $4,194+316.2% |
| Participant deferral / active EE | $18,683 | $9,617+94.3% | $9,138+104.4% | $6,396+192.1% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |