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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 | $346,711 | $172,111+101.4% | $150,298+130.7% | $137,256+152.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.33% | 69.37%-48.0pp | 62.79%-41.5pp | 220.34%-199.0pp |
| Employer contribution / active EE | $8,969 | $4,636+93.4% | $4,154+115.9% | $4,156+115.8% |
| Participant deferral / active EE | $8,031 | $6,166+30.3% | $5,453+47.3% | $6,407+25.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |