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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% | $155,567+105.6% | $145,959+119.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.76% | 61.24%-31.5pp | 64.74%-35.0pp | 561.95%-532.2pp |
| Employer contribution / active EE | $14,523 | $5,315+173.2% | $4,674+210.7% | $4,661+211.6% |
| Participant deferral / active EE | $7,625 | $6,464+18.0% | $5,628+35.5% | $6,689+14.0% |
| Admin fee / account holder | $25 | $19,318-99.9% | $15,916-99.8% | $13,398-99.8% |