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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 | $456,540 | $209,428+118.0% | $178,498+155.8% | $158,950+187.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.38% | 188.78%-171.4pp | 151.09%-133.7pp | 302.91%-285.5pp |
| Employer contribution / active EE | $31,100 | $5,707+444.9% | $5,011+520.6% | $4,762+553.1% |
| Participant deferral / active EE | $38,583 | $5,955+547.9% | $5,202+641.7% | $5,983+544.9% |
| Admin fee / account holder | $178 | $17,077-99.0% | $13,985-98.7% | $11,248-98.4% |