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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 | $319,257 | $212,386+50.3% | $199,883+59.7% | $138,895+129.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 21.77% | 47.75%-26.0pp | 43.81%-22.0pp | 145.39%-123.6pp |
| Employer contribution / active EE | $33,800 | $6,625+410.2% | $6,261+439.8% | $4,194+705.9% |
| Participant deferral / active EE | $15,024 | $9,617+56.2% | $9,138+64.4% | $6,396+134.9% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |