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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 | $281,226 | $185,905+51.3% | $170,057+65.4% | $139,487+101.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.75% | 60.56%-36.8pp | 53.42%-29.7pp | 373.84%-350.1pp |
| Employer contribution / active EE | $8,221 | $7,597+8.2% | $6,790+21.1% | $4,755+72.9% |
| Participant deferral / active EE | $18,304 | $11,627+57.4% | $10,411+75.8% | $6,713+172.7% |
| Admin fee / account holder | $8 | $15,397-99.9% | $12,826-99.9% | $11,407-99.9% |