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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% | $155,567+108.0% | $145,959+121.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.32% | 61.24%-47.9pp | 64.74%-51.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $14,944 | $5,315+181.2% | $4,674+219.7% | $4,661+220.6% |
| Participant deferral / active EE | $7,047 | $6,464+9.0% | $5,628+25.2% | $6,689+5.4% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |