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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 | $302,393 | $183,592+64.7% | $155,574+94.4% | $145,877+107.3% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 9.25% | 61.37%-52.1pp | 64.87%-55.6pp | 551.28%-542.0pp |
| Employer contribution / active EE | $11,689 | $5,317+119.8% | $4,676+150.0% | $4,663+150.7% |
| Participant deferral / active EE | $6,942 | $6,466+7.4% | $5,629+23.3% | $6,691+3.8% |
| Admin fee / account holder | $55 | $19,316-99.7% | $15,914-99.7% | $13,402-99.6% |