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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 | $280,669 | $211,239+32.9% | $178,528+57.2% | $145,877+92.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.50% | 30.22%-13.7pp | 27.11%-10.6pp | 551.28%-534.8pp |
| Employer contribution / active EE | $14,028 | $4,570+206.9% | $3,950+255.1% | $4,663+200.8% |
| Participant deferral / active EE | $15,431 | $6,963+121.6% | $6,278+145.8% | $6,691+130.6% |
| Admin fee / account holder | $19 | $12,095-99.8% | $10,419-99.8% | $13,402-99.9% |