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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 | $459,445 | $175,257+162.2% | $149,717+206.9% | $139,456+229.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.60% | 166.70%-146.1pp | 134.41%-113.8pp | 373.45%-352.9pp |
| Employer contribution / active EE | $11,023 | $5,477+101.3% | $4,820+128.7% | $4,753+131.9% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | -$457 | $16,156-102.8% | $13,213-103.5% | $11,407-104.0% |