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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 | $714,412 | $217,432+228.6% | $185,849+284.4% | $167,536+326.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.35% | 148.42%-126.1pp | 122.10%-99.7pp | 478.82%-456.5pp |
| Employer contribution / active EE | $11,582 | $5,875+97.2% | $5,169+124.1% | $4,839+139.3% |
| Participant deferral / active EE | $2,761 | $6,357-56.6% | $5,569-50.4% | $6,342-56.5% |
| Admin fee / account holder | $207 | $19,818-99.0% | $16,244-98.7% | $12,315-98.3% |