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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 | $278,992 | $196,972+41.6% | $182,262+53.1% | $198,609+40.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.99% | 158.27%-139.3pp | 140.60%-121.6pp | 202.70%-183.7pp |
| Employer contribution / active EE | $8,647 | $5,364+61.2% | $5,046+71.4% | $5,055+71.0% |
| Participant deferral / active EE | $14,219 | $8,643+64.5% | $8,276+71.8% | $6,977+103.8% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |