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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 | $286,204 | $183,592+55.9% | $155,574+84.0% | $145,877+96.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.05% | 61.37%-48.3pp | 64.87%-51.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $6,581 | $5,317+23.8% | $4,676+40.7% | $4,663+41.1% |
| Participant deferral / active EE | $10,314 | $6,466+59.5% | $5,629+83.2% | $6,691+54.2% |
| Admin fee / account holder | $202 | $19,316-99.0% | $15,914-98.7% | $13,402-98.5% |