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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 | $312,037 | $183,539+70.0% | $155,556+100.6% | $145,897+113.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.74% | 61.31%-43.6pp | 64.84%-47.1pp | 552.29%-534.6pp |
| Employer contribution / active EE | $13,942 | $5,315+162.3% | $4,675+198.2% | $4,663+199.0% |
| Participant deferral / active EE | $10,822 | $6,467+67.3% | $5,631+92.2% | $6,689+61.8% |
| Admin fee / account holder | $146 | $19,275-99.2% | $15,885-99.1% | $13,390-98.9% |