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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 | $361,487 | $159,978+126.0% | $147,041+145.8% | $145,978+147.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.68% | 98.36%-81.7pp | 419.21%-402.5pp | 550.52%-533.8pp |
| Employer contribution / active EE | $16,904 | $5,288+219.6% | $4,935+242.5% | $4,662+262.6% |
| Participant deferral / active EE | $23,900 | $8,429+183.6% | $8,071+196.1% | $6,690+257.3% |
| Admin fee / account holder | $31 | $15,053-99.8% | $13,006-99.8% | $13,400-99.8% |