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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 | $395,849 | $217,432+82.1% | $185,851+113.0% | $167,553+136.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.58% | 148.43%-134.9pp | 122.11%-108.5pp | 478.89%-465.3pp |
| Employer contribution / active EE | $7,366 | $5,874+25.4% | $5,168+42.5% | $4,840+52.2% |
| Participant deferral / active EE | $5,091 | $6,357-19.9% | $5,569-8.6% | $6,343-19.7% |
| Admin fee / account holder | $125 | $19,820-99.4% | $16,245-99.2% | $12,316-99.0% |