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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 | $428,067 | $227,399+88.2% | $189,758+125.6% | $198,609+115.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.59% | 61.03%-45.4pp | 52.62%-37.0pp | 202.70%-187.1pp |
| Employer contribution / active EE | $9,276 | $5,526+67.9% | $4,767+94.6% | $5,055+83.5% |
| Participant deferral / active EE | $10,338 | $6,837+51.2% | $5,856+76.5% | $6,977+48.2% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |