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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 | $274,528 | $185,856+47.7% | $170,028+61.5% | $139,456+96.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.97% | 60.52%-41.6pp | 53.39%-34.4pp | 373.45%-354.5pp |
| Employer contribution / active EE | $6,282 | $7,593-17.3% | $6,788-7.5% | $4,753+32.2% |
| Participant deferral / active EE | $14,333 | $11,623+23.3% | $10,409+37.7% | $6,711+113.6% |
| Admin fee / account holder | $43 | $15,387-99.7% | $12,820-99.7% | $11,407-99.6% |