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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 | $357,125 | $197,625+80.7% | $177,840+100.8% | $158,966+124.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.31% | 58.76%-42.5pp | 48.32%-32.0pp | 302.95%-286.6pp |
| Employer contribution / active EE | $10,792 | $6,698+61.1% | $5,919+82.3% | $4,762+126.6% |
| Participant deferral / active EE | $17,834 | $8,405+112.2% | $7,714+131.2% | $5,983+198.1% |
| Admin fee / account holder | $108 | $15,405-99.3% | $12,431-99.1% | $11,250-99.0% |