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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 | $473,192 | $185,883+154.6% | $170,043+178.3% | $139,466+239.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.47% | 60.54%-43.1pp | 53.40%-35.9pp | 373.66%-356.2pp |
| Employer contribution / active EE | $3,420 | $7,596-55.0% | $6,790-49.6% | $4,754-28.1% |
| Participant deferral / active EE | $15,550 | $11,626+33.8% | $10,410+49.4% | $6,712+131.7% |
| Admin fee / account holder | $25 | $15,393-99.8% | $12,824-99.8% | $11,409-99.8% |