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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 | $482,060 | $185,883+159.3% | $170,043+183.5% | $139,466+245.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.50% | 60.54%-34.0pp | 53.40%-26.9pp | 373.66%-347.2pp |
| Employer contribution / active EE | $34,625 | $7,596+355.8% | $6,790+410.0% | $4,754+628.3% |
| Participant deferral / active EE | $24,100 | $11,626+107.3% | $10,410+131.5% | $6,712+259.1% |
| Admin fee / account holder | $63 | $15,393-99.6% | $12,824-99.5% | $11,409-99.4% |