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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 | $329,033 | $174,379+88.7% | $152,093+116.3% | $138,895+136.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.40% | 74.86%-58.5pp | 66.36%-50.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $6,643 | $4,652+42.8% | $4,175+59.1% | $4,194+58.4% |
| Participant deferral / active EE | $12,896 | $6,159+109.4% | $5,451+136.6% | $6,396+101.6% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |