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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 | $266,306 | $183,627+45.0% | $155,602+71.1% | $145,978+82.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 40.27% | 61.32%-21.0pp | 64.81%-24.5pp | 550.52%-510.2pp |
| Employer contribution / active EE | $9,483 | $5,316+78.4% | $4,675+102.8% | $4,662+103.4% |
| Participant deferral / active EE | $6,506 | $6,466+0.6% | $5,629+15.6% | $6,690-2.7% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |