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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 | $309,867 | $175,259+76.8% | $149,723+107.0% | $139,487+122.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.31% | 166.82%-149.5pp | 134.50%-117.2pp | 373.84%-356.5pp |
| Employer contribution / active EE | $19,118 | $5,478+249.0% | $4,821+296.5% | $4,755+302.1% |
| Participant deferral / active EE | $12,842 | $6,522+96.9% | $5,682+126.0% | $6,713+91.3% |
| Admin fee / account holder | $50 | $16,158-99.7% | $13,215-99.6% | $11,407-99.6% |