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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 | $293,719 | $183,592+60.0% | $155,574+88.8% | $145,877+101.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.62% | 61.37%-46.8pp | 64.87%-50.2pp | 551.28%-536.7pp |
| Employer contribution / active EE | $15,243 | $5,317+186.7% | $4,676+226.0% | $4,663+226.9% |
| Participant deferral / active EE | $23,444 | $6,466+262.6% | $5,629+316.5% | $6,691+250.4% |
| Admin fee / account holder | $276 | $19,316-98.6% | $15,914-98.3% | $13,402-97.9% |