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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 | $183,516+88.4% | $155,534+122.3% | $145,884+137.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.21% | 61.43%-48.2pp | 64.92%-51.7pp | 551.85%-538.6pp |
| Employer contribution / active EE | $17,842 | $5,315+235.7% | $4,675+281.7% | $4,662+282.7% |
| Participant deferral / active EE | $11,174 | $6,467+72.8% | $5,630+98.5% | $6,690+67.0% |
| Admin fee / account holder | $69 | $19,293-99.6% | $15,900-99.6% | $13,392-99.5% |