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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 | $350,972 | $183,516+91.2% | $155,534+125.7% | $145,884+140.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.86% | 61.43%-38.6pp | 64.92%-42.1pp | 551.85%-529.0pp |
| Employer contribution / active EE | $1,843 | $5,315-65.3% | $4,675-60.6% | $4,662-60.5% |
| Participant deferral / active EE | $5,703 | $6,467-11.8% | $5,630+1.3% | $6,690-14.8% |
| Admin fee / account holder | $32 | $19,293-99.8% | $15,900-99.8% | $13,392-99.8% |