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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 | $357,291 | $166,242+114.9% | $165,071+116.4% | $145,884+144.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.36% | 100.44%-88.1pp | 70.17%-57.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $7,772 | $5,283+47.1% | $4,347+78.8% | $4,662+66.7% |
| Participant deferral / active EE | $21,939 | $6,964+215.0% | $6,035+263.5% | $6,690+228.0% |
| Admin fee / account holder | $20 | $16,658-99.9% | $12,695-99.8% | $13,392-99.8% |