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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 | $304,755 | $183,592+66.0% | $155,574+95.9% | $145,877+108.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.65% | 61.37%-42.7pp | 64.87%-46.2pp | 551.28%-532.6pp |
| Employer contribution / active EE | $12,610 | $5,317+137.2% | $4,676+169.7% | $4,663+170.4% |
| Participant deferral / active EE | $8,458 | $6,466+30.8% | $5,629+50.3% | $6,691+26.4% |
| Admin fee / account holder | $9 | $19,316-100.0% | $15,914-99.9% | $13,402-99.9% |