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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 | $335,113 | $201,344+66.4% | $184,243+81.9% | $145,877+129.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.64% | 29.01%-14.4pp | 28.82%-14.2pp | 551.28%-536.6pp |
| Employer contribution / active EE | $14,560 | $7,022+107.3% | $6,427+126.6% | $4,663+212.3% |
| Participant deferral / active EE | $17,679 | $9,807+80.3% | $9,132+93.6% | $6,691+164.2% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |