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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 | $183,539+45.1% | $155,556+71.2% | $145,897+82.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 40.27% | 61.31%-21.0pp | 64.84%-24.6pp | 552.29%-512.0pp |
| Employer contribution / active EE | $9,483 | $5,315+78.4% | $4,675+102.8% | $4,663+103.4% |
| Participant deferral / active EE | $6,506 | $6,467+0.6% | $5,631+15.5% | $6,689-2.7% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |