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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 | $323,194 | $157,296+105.5% | $141,191+128.9% | $152,897+111.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.97% | 64.34%-42.4pp | 71.41%-49.4pp | 345.43%-323.5pp |
| Employer contribution / active EE | $9,449 | $5,262+79.6% | $4,736+99.5% | $4,764+98.4% |
| Participant deferral / active EE | $7,167 | $7,111+0.8% | $6,710+6.8% | $5,851+22.5% |
| Admin fee / account holder | $130 | $12,125-98.9% | $10,264-98.7% | $11,599-98.9% |