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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 | $285,881 | $168,635+69.5% | $147,617+93.7% | $125,389+128.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.28% | 77.65%-77.4pp | 61.98%-61.7pp | 282.24%-282.0pp |
| Employer contribution / active EE | $9,819 | $6,252+57.0% | $5,564+76.5% | $4,866+101.8% |
| Participant deferral / active EE | $7,052 | $5,507+28.1% | $4,895+44.0% | $5,352+31.8% |
| Admin fee / account holder | $6 | $13,580-100.0% | $11,612-99.9% | $9,541-99.9% |