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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 | $301,059 | $183,516+64.1% | $155,534+93.6% | $145,884+106.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.57% | 61.43%-34.9pp | 64.92%-38.3pp | 551.85%-525.3pp |
| Employer contribution / active EE | $19,933 | $5,315+275.1% | $4,675+326.4% | $4,662+327.5% |
| Participant deferral / active EE | $7,625 | $6,467+17.9% | $5,630+35.4% | $6,690+14.0% |
| Admin fee / account holder | $65 | $19,293-99.7% | $15,900-99.6% | $13,392-99.5% |