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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 | $389,693 | $217,432+79.2% | $185,849+109.7% | $167,536+132.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.18% | 148.42%-133.2pp | 122.10%-106.9pp | 478.82%-463.6pp |
| Employer contribution / active EE | $1,636 | $5,875-72.2% | $5,169-68.3% | $4,839-66.2% |
| Participant deferral / active EE | $13,336 | $6,357+109.8% | $5,569+139.5% | $6,342+110.3% |
| Admin fee / account holder | $15 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |