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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 | $352,251 | $217,432+62.0% | $185,849+89.5% | $167,536+110.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.21% | 148.42%-137.2pp | 122.10%-110.9pp | 478.82%-467.6pp |
| Employer contribution / active EE | $2,777 | $5,875-52.7% | $5,169-46.3% | $4,839-42.6% |
| Participant deferral / active EE | $7,808 | $6,357+22.8% | $5,569+40.2% | $6,342+23.1% |
| Admin fee / account holder | $117 | $19,818-99.4% | $16,244-99.3% | $12,315-99.1% |