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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 | $365,309 | $183,627+98.9% | $155,602+134.8% | $145,978+150.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.13% | 61.32%-50.2pp | 64.81%-53.7pp | 550.52%-539.4pp |
| Employer contribution / active EE | $4,137 | $5,316-22.2% | $4,675-11.5% | $4,662-11.3% |
| Participant deferral / active EE | $22,450 | $6,466+247.2% | $5,629+298.8% | $6,690+235.6% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |