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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 | $425,732 | $105,145+304.9% | $94,664+349.7% | $139,466+205.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.44% | 38.09%-16.7pp | 156.84%-135.4pp | 373.66%-352.2pp |
| Employer contribution / active EE | $6,194 | $4,107+50.8% | $3,673+68.6% | $4,754+30.3% |
| Participant deferral / active EE | $12,000 | $7,599+57.9% | $7,417+61.8% | $6,712+78.8% |
| Admin fee / account holder | $10 | $8,972-99.9% | $7,222-99.9% | $11,409-99.9% |