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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 | $282,243 | $183,592+53.7% | $155,574+81.4% | $145,877+93.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.37% | 61.37%-49.0pp | 64.87%-52.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $6,002 | $5,317+12.9% | $4,676+28.4% | $4,663+28.7% |
| Participant deferral / active EE | $8,917 | $6,466+37.9% | $5,629+58.4% | $6,691+33.3% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |