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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 | $453,320 | $175,259+158.7% | $149,723+202.8% | $139,487+225.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.98% | 166.82%-149.8pp | 134.50%-117.5pp | 373.84%-356.9pp |
| Employer contribution / active EE | $14,737 | $5,478+169.0% | $4,821+205.7% | $4,755+209.9% |
| Participant deferral / active EE | $4,371 | $6,522-33.0% | $5,682-23.1% | $6,713-34.9% |
| Admin fee / account holder | $258 | $16,158-98.4% | $13,215-98.0% | $11,407-97.7% |