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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 | $376,850 | $198,457+89.9% | $170,435+121.1% | $147,586+155.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.76% | 257.30%-239.5pp | 205.94%-188.2pp | 578.59%-560.8pp |
| Employer contribution / active EE | $15,794 | $6,183+155.4% | $5,432+190.7% | $4,876+223.9% |
| Participant deferral / active EE | $21,289 | $5,629+278.2% | $4,939+331.0% | $5,439+291.4% |
| Admin fee / account holder | $46 | $16,852-99.7% | $13,881-99.7% | $10,886-99.6% |