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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 | $370,934 | $183,539+102.1% | $155,556+138.5% | $145,897+154.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.25% | 61.31%-50.1pp | 64.84%-53.6pp | 552.29%-541.0pp |
| Employer contribution / active EE | $29,592 | $5,315+456.7% | $4,675+532.9% | $4,663+534.7% |
| Participant deferral / active EE | $22,833 | $6,467+253.1% | $5,631+305.5% | $6,689+241.3% |
| Admin fee / account holder | $245 | $19,275-98.7% | $15,885-98.5% | $13,390-98.2% |