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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 | $625,407 | $212,386+194.5% | $199,883+212.9% | $138,895+350.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 19.90% | 47.75%-27.8pp | 43.81%-23.9pp | 145.39%-125.5pp |
| Employer contribution / active EE | $19,218 | $6,625+190.1% | $6,261+206.9% | $4,194+358.2% |
| Participant deferral / active EE | $15,941 | $9,617+65.8% | $9,138+74.4% | $6,396+149.2% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |