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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 | $374,997 | $202,463+85.2% | $169,397+121.4% | $139,487+168.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 20.46% | 532.64%-512.2pp | 406.23%-385.8pp | 373.84%-353.4pp |
| Employer contribution / active EE | $28,517 | $4,694+507.5% | $4,013+610.6% | $4,755+499.8% |
| Participant deferral / active EE | $17,188 | $6,941+147.6% | $6,223+176.2% | $6,713+156.0% |
| Admin fee / account holder | $6 | $10,726-99.9% | $9,017-99.9% | $11,407-99.9% |