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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 | $183,592+64.2% | $155,574+93.8% | $145,877+106.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 15.45% | 61.37%-45.9pp | 64.87%-49.4pp | 551.28%-535.8pp |
| Employer contribution / active EE | $8,936 | $5,317+68.1% | $4,676+91.1% | $4,663+91.6% |
| Participant deferral / active EE | $11,990 | $6,466+85.4% | $5,629+113.0% | $6,691+79.2% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |