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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 | $303,845 | $197,637+53.7% | $177,848+70.8% | $158,982+91.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.27% | 58.77%-36.5pp | 48.33%-26.1pp | 302.99%-280.7pp |
| Employer contribution / active EE | $11,967 | $6,698+78.7% | $5,919+102.2% | $4,763+151.3% |
| Participant deferral / active EE | $18,449 | $8,405+119.5% | $7,714+139.2% | $5,983+208.3% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |