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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 | $286,972 | $183,592+56.3% | $155,567+84.5% | $145,959+96.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.95% | 61.24%-46.3pp | 64.74%-49.8pp | 561.95%-547.0pp |
| Employer contribution / active EE | $8,867 | $5,315+66.8% | $4,674+89.7% | $4,661+90.2% |
| Participant deferral / active EE | $13,276 | $6,464+105.4% | $5,628+135.9% | $6,689+98.5% |
| Admin fee / account holder | $18 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |