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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 | $185,830+51.3% | $170,004+65.4% | $139,427+101.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.75% | 60.52%-36.8pp | 53.39%-29.6pp | 373.27%-349.5pp |
| Employer contribution / active EE | $8,221 | $7,591+8.3% | $6,786+21.1% | $4,752+73.0% |
| Participant deferral / active EE | $18,304 | $11,622+57.5% | $10,408+75.9% | $6,711+172.7% |
| Admin fee / account holder | $8 | $15,381-99.9% | $12,816-99.9% | $11,404-99.9% |