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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 | $274,584 | $227,291+20.8% | $214,702+27.9% | $155,188+76.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 21.32% | 60.08%-38.8pp | 54.55%-33.2pp | 148.84%-127.5pp |
| Employer contribution / active EE | $35,859 | $6,772+429.5% | $6,461+455.0% | $4,248+744.2% |
| Participant deferral / active EE | $17,925 | $9,582+87.1% | $9,147+96.0% | $6,531+174.5% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |