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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 | $336,785 | $183,539+83.5% | $155,556+116.5% | $145,897+130.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.36% | 61.31%-47.9pp | 64.84%-51.5pp | 552.29%-538.9pp |
| Employer contribution / active EE | $15,262 | $5,315+187.1% | $4,675+226.4% | $4,663+227.3% |
| Participant deferral / active EE | $8,675 | $6,467+34.1% | $5,631+54.1% | $6,689+29.7% |
| Admin fee / account holder | $15 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |