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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 | $323,535 | $183,592+76.2% | $155,574+108.0% | $145,877+121.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.32% | 61.37%-48.1pp | 64.87%-51.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $14,944 | $5,317+181.1% | $4,676+219.6% | $4,663+220.5% |
| Participant deferral / active EE | $7,047 | $6,466+9.0% | $5,629+25.2% | $6,691+5.3% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |