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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 | $311,708 | $185,905+67.7% | $170,057+83.3% | $139,487+123.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.29% | 60.56%-45.3pp | 53.42%-38.1pp | 373.84%-358.5pp |
| Employer contribution / active EE | $20,569 | $7,597+170.7% | $6,790+202.9% | $4,755+332.6% |
| Participant deferral / active EE | $17,008 | $11,627+46.3% | $10,411+63.4% | $6,713+153.4% |
| Admin fee / account holder | $12 | $15,397-99.9% | $12,826-99.9% | $11,407-99.9% |