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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 | $309,932 | $183,539+68.9% | $155,556+99.2% | $145,897+112.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.70% | 61.31%-47.6pp | 64.84%-51.1pp | 552.29%-538.6pp |
| Employer contribution / active EE | $6,339 | $5,315+19.3% | $4,675+35.6% | $4,663+36.0% |
| Participant deferral / active EE | $5,981 | $6,467-7.5% | $5,631+6.2% | $6,689-10.6% |
| Admin fee / account holder | $48 | $19,275-99.8% | $15,885-99.7% | $13,390-99.6% |