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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 | $314,245 | $212,386+48.0% | $199,883+57.2% | $138,895+126.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.32% | 47.75%-32.4pp | 43.81%-28.5pp | 145.39%-130.1pp |
| Employer contribution / active EE | $45,500 | $6,625+586.8% | $6,261+626.7% | $4,194+984.8% |
| Participant deferral / active EE | $23,500 | $9,617+144.4% | $9,138+157.2% | $6,396+267.4% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |