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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 | $300,235 | $183,592+63.5% | $155,574+93.0% | $145,877+105.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.64% | 61.37%-47.7pp | 64.87%-51.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $8,904 | $5,317+67.5% | $4,676+90.4% | $4,663+90.9% |
| Participant deferral / active EE | $11,236 | $6,466+73.8% | $5,629+99.6% | $6,691+67.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |