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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 | $212,386+46.4% | $199,883+55.6% | $138,895+123.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 19.50% | 47.75%-28.2pp | 43.81%-24.3pp | 145.39%-125.9pp |
| Employer contribution / active EE | $17,251 | $6,625+160.4% | $6,261+175.5% | $4,194+311.3% |
| Participant deferral / active EE | $13,582 | $9,617+41.2% | $9,138+48.6% | $6,396+112.3% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |