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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 | $283,056 | $148,623+90.5% | $135,974+108.2% | $139,466+103.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.97% | 79.30%-61.3pp | 68.30%-50.3pp | 373.66%-355.7pp |
| Employer contribution / active EE | $10,477 | $5,246+99.7% | $4,859+115.6% | $4,754+120.4% |
| Participant deferral / active EE | $6,786 | $8,103-16.3% | $7,760-12.6% | $6,712+1.1% |
| Admin fee / account holder | $45 | $12,406-99.6% | $10,767-99.6% | $11,409-99.6% |