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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 | $330,249 | $185,905+77.6% | $170,057+94.2% | $139,487+136.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.96% | 60.56%-42.6pp | 53.42%-35.5pp | 373.84%-355.9pp |
| Employer contribution / active EE | $17,807 | $7,597+134.4% | $6,790+162.2% | $4,755+274.5% |
| Participant deferral / active EE | $14,400 | $11,627+23.9% | $10,411+38.3% | $6,713+114.5% |
| Admin fee / account holder | $286 | $15,397-98.1% | $12,826-97.8% | $11,407-97.5% |