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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 | $270,453 | $175,231+54.3% | $149,696+80.7% | $139,466+93.9% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 13.88% | 166.77%-152.9pp | 134.46%-120.6pp | 373.66%-359.8pp |
| Employer contribution / active EE | $12,342 | $5,478+125.3% | $4,821+156.0% | $4,754+159.6% |
| Participant deferral / active EE | $6,912 | $6,521+6.0% | $5,682+21.6% | $6,712+3.0% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |