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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 | $183,539+66.0% | $155,556+95.9% | $145,897+108.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.65% | 61.31%-42.7pp | 64.84%-46.2pp | 552.29%-533.6pp |
| Employer contribution / active EE | $12,610 | $5,315+137.2% | $4,675+169.7% | $4,663+170.4% |
| Participant deferral / active EE | $8,458 | $6,467+30.8% | $5,631+50.2% | $6,689+26.4% |
| Admin fee / account holder | $9 | $19,275-100.0% | $15,885-99.9% | $13,390-99.9% |