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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 | $265,428 | $183,592+44.6% | $155,574+70.6% | $145,877+82.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.70% | 61.37%-46.7pp | 64.87%-50.2pp | 551.28%-536.6pp |
| Employer contribution / active EE | $1,711 | $5,317-67.8% | $4,676-63.4% | $4,663-63.3% |
| Participant deferral / active EE | $8,993 | $6,466+39.1% | $5,629+59.8% | $6,691+34.4% |
| Admin fee / account holder | $11 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |