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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 | $307,259 | $183,539+67.4% | $155,556+97.5% | $145,897+110.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.05% | 61.31%-51.3pp | 64.84%-54.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $3,900 | $5,315-26.6% | $4,675-16.6% | $4,663-16.4% |
| Participant deferral / active EE | $30,681 | $6,467+374.4% | $5,631+444.9% | $6,689+358.7% |
| Admin fee / account holder | $12 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |