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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 | $339,949 | $183,592+85.2% | $155,574+118.5% | $145,877+133.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.12% | 61.37%-51.3pp | 64.87%-54.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $10,489 | $5,317+97.3% | $4,676+124.3% | $4,663+124.9% |
| Participant deferral / active EE | $9,772 | $6,466+51.1% | $5,629+73.6% | $6,691+46.1% |
| Admin fee / account holder | $255 | $19,316-98.7% | $15,914-98.4% | $13,402-98.1% |