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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 | $301,541 | $183,539+64.3% | $155,556+93.8% | $145,897+106.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 15.45% | 61.31%-45.9pp | 64.84%-49.4pp | 552.29%-536.8pp |
| Employer contribution / active EE | $8,936 | $5,315+68.1% | $4,675+91.1% | $4,663+91.7% |
| Participant deferral / active EE | $11,990 | $6,467+85.4% | $5,631+112.9% | $6,689+79.2% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |