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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 | $427,939 | $168,635+153.8% | $147,617+189.9% | $125,389+241.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 3.84% | 77.65%-73.8pp | 61.98%-58.1pp | 282.24%-278.4pp |
| Employer contribution / active EE | $11,224 | $6,252+79.5% | $5,564+101.7% | $4,866+130.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $50 | $13,580-99.6% | $11,612-99.6% | $9,541-99.5% |