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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 | $325,799 | $183,516+77.5% | $155,534+109.5% | $145,884+123.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.57% | 61.43%-47.9pp | 64.92%-51.3pp | 551.85%-538.3pp |
| Employer contribution / active EE | $34,800 | $5,315+554.8% | $4,675+644.4% | $4,662+646.4% |
| Participant deferral / active EE | $3,750 | $6,467-42.0% | $5,630-33.4% | $6,690-43.9% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |