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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 | $319,864 | $183,592+74.2% | $155,574+105.6% | $145,877+119.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.76% | 61.37%-31.6pp | 64.87%-35.1pp | 551.28%-521.5pp |
| Employer contribution / active EE | $14,523 | $5,317+173.1% | $4,676+210.6% | $4,663+211.4% |
| Participant deferral / active EE | $7,625 | $6,466+17.9% | $5,629+35.5% | $6,691+14.0% |
| Admin fee / account holder | $25 | $19,316-99.9% | $15,914-99.8% | $13,402-99.8% |