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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 | $350,856 | $203,436+72.5% | $152,466+130.1% | $167,518+109.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 14.42% | 13.80%+0.6pp | 757.33%-742.9pp | 478.71%-464.3pp |
| Employer contribution / active EE | $8,795 | $5,220+68.5% | $4,327+103.3% | $4,838+81.8% |
| Participant deferral / active EE | $5,898 | $6,716-12.2% | $5,820+1.3% | $6,342-7.0% |
| Admin fee / account holder | $33 | $22,506-99.9% | $15,805-99.8% | $12,312-99.7% |