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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 | $420,451 | $185,905+126.2% | $170,057+147.2% | $139,487+201.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.88% | 60.56%-39.7pp | 53.42%-32.5pp | 373.84%-353.0pp |
| Employer contribution / active EE | $18,473 | $7,597+143.2% | $6,790+172.0% | $4,755+288.5% |
| Participant deferral / active EE | $24,000 | $11,627+106.4% | $10,411+130.5% | $6,713+257.5% |
| Admin fee / account holder | $15 | $15,397-99.9% | $12,826-99.9% | $11,407-99.9% |