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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 | $324,859 | $217,432+49.4% | $185,849+74.8% | $167,536+93.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.63% | 148.42%-135.8pp | 122.10%-109.5pp | 478.82%-466.2pp |
| Employer contribution / active EE | $13,776 | $5,875+134.5% | $5,169+166.5% | $4,839+184.7% |
| Participant deferral / active EE | $8,667 | $6,357+36.3% | $5,569+55.6% | $6,342+36.6% |
| Admin fee / account holder | $218 | $19,818-98.9% | $16,244-98.7% | $12,315-98.2% |