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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 | $301,489 | $159,978+88.5% | $147,041+105.0% | $145,978+106.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.71% | 98.36%-67.7pp | 419.21%-388.5pp | 550.52%-519.8pp |
| Employer contribution / active EE | $8,935 | $5,288+69.0% | $4,935+81.1% | $4,662+91.7% |
| Participant deferral / active EE | $9,078 | $8,429+7.7% | $8,071+12.5% | $6,690+35.7% |
| Admin fee / account holder | $60 | $15,053-99.6% | $13,006-99.5% | $13,400-99.6% |