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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 | $223,823+40.4% | $211,142+48.8% | $154,746+103.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.32% | 50.39%-35.1pp | 46.84%-31.5pp | 172.34%-157.0pp |
| Employer contribution / active EE | $45,500 | $6,787+570.4% | $6,442+606.3% | $4,379+939.0% |
| Participant deferral / active EE | $23,500 | $9,750+141.0% | $9,284+153.1% | $6,730+249.2% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |