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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 | $553,478 | $183,988+200.8% | $162,177+241.3% | $152,897+262.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 33.78% | 150.79%-117.0pp | 115.60%-81.8pp | 345.43%-311.6pp |
| Employer contribution / active EE | $16,800 | $6,370+163.7% | $5,613+199.3% | $4,764+252.7% |
| Participant deferral / active EE | $25,000 | $8,032+211.2% | $7,297+242.6% | $5,851+327.3% |
| Admin fee / account holder | $132 | $13,123-99.0% | $10,843-98.8% | $11,599-98.9% |