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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 | $369,339 | $183,592+101.2% | $155,574+137.4% | $145,877+153.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.90% | 61.37%-48.5pp | 64.87%-52.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $10,465 | $5,317+96.8% | $4,676+123.8% | $4,663+124.4% |
| Participant deferral / active EE | $5,679 | $6,466-12.2% | $5,629+0.9% | $6,691-15.1% |
| Admin fee / account holder | $31 | $19,316-99.8% | $15,914-99.8% | $13,402-99.8% |