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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 | $348,533 | $198,462+75.6% | $170,439+104.5% | $147,585+136.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.92% | 257.30%-242.4pp | 205.94%-191.0pp | 578.58%-563.7pp |
| Employer contribution / active EE | $2,761 | $6,184-55.4% | $5,433-49.2% | $4,876-43.4% |
| Participant deferral / active EE | $7,122 | $5,629+26.5% | $4,939+44.2% | $5,439+30.9% |
| Admin fee / account holder | $42 | $16,852-99.8% | $13,881-99.7% | $10,886-99.6% |