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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 | $277,430 | $166,131+67.0% | $164,975+68.2% | $145,877+90.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.80% | 100.37%-86.6pp | 70.12%-56.3pp | 551.28%-537.5pp |
| Employer contribution / active EE | $13,423 | $5,276+154.4% | $4,343+209.1% | $4,663+187.9% |
| Participant deferral / active EE | $8,190 | $6,962+17.6% | $6,033+35.7% | $6,691+22.4% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |