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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 | $308,571 | $183,627+68.0% | $155,602+98.3% | $145,978+111.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.12% | 61.32%-35.2pp | 64.81%-38.7pp | 550.52%-524.4pp |
| Employer contribution / active EE | $34,270 | $5,316+544.6% | $4,675+633.0% | $4,662+635.1% |
| Participant deferral / active EE | $20,333 | $6,466+214.5% | $5,629+261.2% | $6,690+204.0% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |