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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 | $310,964 | $223,823+38.9% | $211,142+47.3% | $154,746+101.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.50% | 50.39%-30.9pp | 46.84%-27.3pp | 172.34%-152.8pp |
| Employer contribution / active EE | $17,251 | $6,787+154.2% | $6,442+167.8% | $4,379+293.9% |
| Participant deferral / active EE | $13,582 | $9,750+39.3% | $9,284+46.3% | $6,730+101.8% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |