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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 | $316,602 | $183,592+72.4% | $155,567+103.5% | $145,959+116.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 33.32% | 61.24%-27.9pp | 64.74%-31.4pp | 561.95%-528.6pp |
| Employer contribution / active EE | $9,158 | $5,315+72.3% | $4,674+95.9% | $4,661+96.5% |
| Participant deferral / active EE | $8,765 | $6,464+35.6% | $5,628+55.7% | $6,689+31.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |