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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 | $322,986 | $175,257+84.3% | $149,717+115.7% | $139,456+131.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.31% | 166.70%-150.4pp | 134.41%-118.1pp | 373.45%-357.1pp |
| Employer contribution / active EE | $12,648 | $5,477+131.0% | $4,820+162.4% | $4,753+166.1% |
| Participant deferral / active EE | $12,996 | $6,521+99.3% | $5,682+128.7% | $6,711+93.6% |
| Admin fee / account holder | $237 | $16,156-98.5% | $13,213-98.2% | $11,407-97.9% |