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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 | $513,248 | $209,874+144.6% | $189,537+170.8% | $167,536+206.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.20% | 748.61%-732.4pp | 555.34%-539.1pp | 478.82%-462.6pp |
| Employer contribution / active EE | $18,899 | $6,913+173.4% | $6,161+206.8% | $4,839+290.5% |
| Participant deferral / active EE | $16,748 | $8,934+87.5% | $8,220+103.7% | $6,342+164.1% |
| Admin fee / account holder | $20 | $14,299-99.9% | $12,048-99.8% | $12,315-99.8% |