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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 | $280,821 | $175,231+60.3% | $149,696+87.6% | $139,466+101.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.15% | 166.77%-154.6pp | 134.46%-122.3pp | 373.66%-361.5pp |
| Employer contribution / active EE | $15,522 | $5,478+183.3% | $4,821+222.0% | $4,754+226.5% |
| Participant deferral / active EE | $9,000 | $6,521+38.0% | $5,682+58.4% | $6,712+34.1% |
| Admin fee / account holder | $51 | $16,155-99.7% | $13,212-99.6% | $11,409-99.6% |