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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 | $538,127 | $227,291+136.8% | $214,702+150.6% | $155,188+246.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 21.90% | 60.08%-38.2pp | 54.55%-32.7pp | 148.84%-126.9pp |
| Employer contribution / active EE | $11,655 | $6,772+72.1% | $6,461+80.4% | $4,248+174.4% |
| Participant deferral / active EE | $16,208 | $9,582+69.2% | $9,147+77.2% | $6,531+148.2% |
| Admin fee / account holder | $103 | $20,413-99.5% | $19,830-99.5% | $14,480-99.3% |