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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 | $403,850 | $183,592+120.0% | $155,574+159.6% | $145,877+176.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.28% | 61.37%-50.1pp | 64.87%-53.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $10,360 | $5,317+94.9% | $4,676+121.6% | $4,663+122.2% |
| Participant deferral / active EE | $6,136 | $6,466-5.1% | $5,629+9.0% | $6,691-8.3% |
| Admin fee / account holder | $14 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |