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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 | $420,567 | $183,516+129.2% | $155,534+170.4% | $145,884+188.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.06% | 61.43%-51.4pp | 64.92%-54.9pp | 551.85%-541.8pp |
| Employer contribution / active EE | $5,283 | $5,315-0.6% | $4,675+13.0% | $4,662+13.3% |
| Participant deferral / active EE | $12,783 | $6,467+97.7% | $5,630+127.0% | $6,690+91.1% |
| Admin fee / account holder | $80 | $19,293-99.6% | $15,900-99.5% | $13,392-99.4% |