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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 | $269,586 | $185,883+45.0% | $170,043+58.5% | $139,466+93.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.70% | 60.54%-38.8pp | 53.40%-31.7pp | 373.66%-352.0pp |
| Employer contribution / active EE | $10,260 | $7,596+35.1% | $6,790+51.1% | $4,754+115.8% |
| Participant deferral / active EE | $19,357 | $11,626+66.5% | $10,410+85.9% | $6,712+188.4% |
| Admin fee / account holder | $32 | $15,393-99.8% | $12,824-99.7% | $11,409-99.7% |