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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 | $276,713 | $183,592+50.7% | $155,574+77.9% | $145,877+89.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 56.86% | 61.37%-4.5pp | 64.87%-8.0pp | 551.28%-494.4pp |
| Employer contribution / active EE | $2,513 | $5,317-52.7% | $4,676-46.3% | $4,663-46.1% |
| Participant deferral / active EE | $13,176 | $6,466+103.8% | $5,629+134.1% | $6,691+96.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |