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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 | $290,008 | $185,905+56.0% | $170,057+70.5% | $139,487+107.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.28% | 60.56%-45.3pp | 53.42%-38.1pp | 373.84%-358.6pp |
| Employer contribution / active EE | $11,397 | $7,597+50.0% | $6,790+67.8% | $4,755+139.7% |
| Participant deferral / active EE | $15,715 | $11,627+35.2% | $10,411+50.9% | $6,713+134.1% |
| Admin fee / account holder | $73 | $15,397-99.5% | $12,826-99.4% | $11,407-99.4% |