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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 | $413,818 | $198,457+108.5% | $170,435+142.8% | $147,586+180.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.36% | 257.30%-239.9pp | 205.94%-188.6pp | 578.59%-561.2pp |
| Employer contribution / active EE | $10,066 | $6,183+62.8% | $5,432+85.3% | $4,876+106.4% |
| Participant deferral / active EE | $10,756 | $5,629+91.1% | $4,939+117.8% | $5,439+97.8% |
| Admin fee / account holder | $80 | $16,852-99.5% | $13,881-99.4% | $10,886-99.3% |