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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 | $626,291 | $209,425+199.1% | $178,499+250.9% | $158,966+294.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.36% | 188.80%-176.4pp | 151.10%-138.7pp | 302.95%-290.6pp |
| Employer contribution / active EE | $15,133 | $5,707+165.2% | $5,011+202.0% | $4,762+217.8% |
| Participant deferral / active EE | $12,696 | $5,955+113.2% | $5,202+144.0% | $5,983+112.2% |
| Admin fee / account holder | $204 | $17,078-98.8% | $13,986-98.5% | $11,250-98.2% |