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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 | $345,809 | $183,627+88.3% | $155,602+122.2% | $145,978+136.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.21% | 61.32%-48.1pp | 64.81%-51.6pp | 550.52%-537.3pp |
| Employer contribution / active EE | $17,842 | $5,316+235.6% | $4,675+281.6% | $4,662+282.7% |
| Participant deferral / active EE | $11,174 | $6,466+72.8% | $5,629+98.5% | $6,690+67.0% |
| Admin fee / account holder | $69 | $19,327-99.6% | $15,923-99.6% | $13,400-99.5% |