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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 | $481,545 | $227,291+111.9% | $214,702+124.3% | $155,188+210.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 10.20% | 60.08%-49.9pp | 54.55%-44.4pp | 148.84%-138.6pp |
| Employer contribution / active EE | $29,933 | $6,772+342.0% | $6,461+363.3% | $4,248+604.7% |
| Participant deferral / active EE | $8,333 | $9,582-13.0% | $9,147-8.9% | $6,531+27.6% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |