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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 | $289,756 | $183,539+57.9% | $155,556+86.3% | $145,897+98.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.08% | 61.31%-48.2pp | 64.84%-51.8pp | 552.29%-539.2pp |
| Employer contribution / active EE | $17,356 | $5,315+226.5% | $4,675+271.2% | $4,663+272.2% |
| Participant deferral / active EE | $10,167 | $6,467+57.2% | $5,631+80.6% | $6,689+52.0% |
| Admin fee / account holder | $48 | $19,275-99.8% | $15,885-99.7% | $13,390-99.6% |