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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 | $358,596 | $217,427+64.9% | $185,837+93.0% | $167,518+114.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.18% | 148.39%-138.2pp | 122.08%-111.9pp | 478.71%-468.5pp |
| Employer contribution / active EE | $12,174 | $5,874+107.2% | $5,168+135.6% | $4,838+151.6% |
| Participant deferral / active EE | $9,613 | $6,357+51.2% | $5,568+72.6% | $6,342+51.6% |
| Admin fee / account holder | $122 | $19,816-99.4% | $16,241-99.2% | $12,312-99.0% |