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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 | $268,015 | $183,592+46.0% | $155,574+72.3% | $145,877+83.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.81% | 61.37%-52.6pp | 64.87%-56.1pp | 551.28%-542.5pp |
| Employer contribution / active EE | $38,750 | $5,317+628.8% | $4,676+728.7% | $4,663+731.0% |
| Participant deferral / active EE | $30,500 | $6,466+371.7% | $5,629+441.8% | $6,691+355.9% |
| Admin fee / account holder | $276 | $19,316-98.6% | $15,914-98.3% | $13,402-97.9% |