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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 | $361,795 | $183,516+97.1% | $155,534+132.6% | $145,884+148.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.62% | 61.43%-47.8pp | 64.92%-51.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $9,890 | $5,315+86.1% | $4,675+111.6% | $4,662+112.1% |
| Participant deferral / active EE | $9,590 | $6,467+48.3% | $5,630+70.3% | $6,690+43.4% |
| Admin fee / account holder | $151 | $19,293-99.2% | $15,900-99.0% | $13,392-98.9% |