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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 | $297,787 | $185,883+60.2% | $170,043+75.1% | $139,466+113.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.69% | 60.54%-34.9pp | 53.40%-27.7pp | 373.66%-348.0pp |
| Employer contribution / active EE | $17,688 | $7,596+132.9% | $6,790+160.5% | $4,754+272.1% |
| Participant deferral / active EE | $18,267 | $11,626+57.1% | $10,410+75.5% | $6,712+172.2% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |