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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 | $183,516+120.1% | $155,534+159.7% | $145,884+176.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.28% | 61.43%-50.1pp | 64.92%-53.6pp | 551.85%-540.6pp |
| Employer contribution / active EE | $10,360 | $5,315+94.9% | $4,675+121.6% | $4,662+122.2% |
| Participant deferral / active EE | $6,136 | $6,467-5.1% | $5,630+9.0% | $6,690-8.3% |
| Admin fee / account holder | $14 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |