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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 | $277,608 | $197,625+40.5% | $177,840+56.1% | $158,966+74.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.20% | 58.76%-34.6pp | 48.32%-24.1pp | 302.95%-278.8pp |
| Employer contribution / active EE | $30,135 | $6,698+349.9% | $5,919+409.2% | $4,762+532.8% |
| Participant deferral / active EE | $15,416 | $8,405+83.4% | $7,714+99.9% | $5,983+157.7% |
| Admin fee / account holder | $20 | $15,405-99.9% | $12,431-99.8% | $11,250-99.8% |