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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 | $497,208 | $183,539+170.9% | $155,556+219.6% | $145,897+240.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.46% | 61.31%-47.8pp | 64.84%-51.4pp | 552.29%-538.8pp |
| Employer contribution / active EE | $10,605 | $5,315+99.5% | $4,675+126.8% | $4,663+127.5% |
| Participant deferral / active EE | $11,145 | $6,467+72.3% | $5,631+97.9% | $6,689+66.6% |
| Admin fee / account holder | $73 | $19,275-99.6% | $15,885-99.5% | $13,390-99.5% |