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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 | $281,640 | $185,883+51.5% | $170,043+65.6% | $139,466+101.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.81% | 60.54%-36.7pp | 53.40%-29.6pp | 373.66%-349.8pp |
| Employer contribution / active EE | $5,657 | $7,596-25.5% | $6,790-16.7% | $4,754+19.0% |
| Participant deferral / active EE | $14,002 | $11,626+20.4% | $10,410+34.5% | $6,712+108.6% |
| Admin fee / account holder | $20 | $15,393-99.9% | $12,824-99.8% | $11,409-99.8% |