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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 | $348,307 | $209,888+65.9% | $189,545+83.8% | $167,553+107.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.89% | 748.66%-737.8pp | 555.36%-544.5pp | 478.89%-468.0pp |
| Employer contribution / active EE | $9,369 | $6,915+35.5% | $6,162+52.0% | $4,840+93.6% |
| Participant deferral / active EE | $11,093 | $8,934+24.2% | $8,220+35.0% | $6,343+74.9% |
| Admin fee / account holder | $87 | $14,300-99.4% | $12,049-99.3% | $12,316-99.3% |