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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 | $295,513 | $201,372+46.7% | $184,260+60.4% | $145,884+102.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.34% | 29.04%-9.7pp | 28.84%-9.5pp | 551.85%-532.5pp |
| Employer contribution / active EE | $3,031 | $7,024-56.8% | $6,427-52.8% | $4,662-35.0% |
| Participant deferral / active EE | $10,932 | $9,808+11.5% | $9,133+19.7% | $6,690+63.4% |
| Admin fee / account holder | $19 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |