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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 | $374,007 | $183,539+103.8% | $155,556+140.4% | $145,897+156.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.14% | 61.31%-38.2pp | 64.84%-41.7pp | 552.29%-529.1pp |
| Employer contribution / active EE | $14,153 | $5,315+166.3% | $4,675+202.7% | $4,663+203.5% |
| Participant deferral / active EE | $6,100 | $6,467-5.7% | $5,631+8.3% | $6,689-8.8% |
| Admin fee / account holder | $218 | $19,275-98.9% | $15,885-98.6% | $13,390-98.4% |