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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 | $330,327 | $197,637+67.1% | $177,848+85.7% | $158,982+107.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.32% | 58.77%-50.4pp | 48.33%-40.0pp | 302.99%-294.7pp |
| Employer contribution / active EE | $13,814 | $6,698+106.2% | $5,919+133.4% | $4,763+190.0% |
| Participant deferral / active EE | $10,781 | $8,405+28.3% | $7,714+39.8% | $5,983+80.2% |
| Admin fee / account holder | $25 | $15,406-99.8% | $12,431-99.8% | $11,252-99.8% |