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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 | $662,089 | $183,988+259.9% | $162,177+308.3% | $152,897+333.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15.10% | 150.79%-135.7pp | 115.60%-100.5pp | 345.43%-330.3pp |
| Employer contribution / active EE | $20,087 | $6,370+215.3% | $5,613+257.9% | $4,764+321.7% |
| Participant deferral / active EE | $13,150 | $8,032+63.7% | $7,297+80.2% | $5,851+124.7% |
| Admin fee / account holder | $107 | $13,123-99.2% | $10,843-99.0% | $11,599-99.1% |