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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 | $273,955 | $154,159+77.7% | $130,026+110.7% | $139,456+96.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.61% | 32.50%-15.9pp | -137.26%+153.9pp | 373.45%-356.8pp |
| Employer contribution / active EE | $34,768 | $5,292+557.1% | $4,321+704.6% | $4,753+631.6% |
| Participant deferral / active EE | $6,000 | $6,710-10.6% | $5,821+3.1% | $6,711-10.6% |
| Admin fee / account holder | $17 | $14,001-99.9% | $10,608-99.8% | $11,407-99.9% |