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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 | $183,592+83.4% | $155,574+116.5% | $145,877+130.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.36% | 61.37%-48.0pp | 64.87%-51.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $15,262 | $5,317+187.1% | $4,676+226.4% | $4,663+227.3% |
| Participant deferral / active EE | $8,675 | $6,466+34.2% | $5,629+54.1% | $6,691+29.7% |
| Admin fee / account holder | $15 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |