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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 | $385,560 | $198,457+94.3% | $170,435+126.2% | $147,586+161.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.90% | 257.30%-239.4pp | 205.94%-188.0pp | 578.59%-560.7pp |
| Employer contribution / active EE | $14,453 | $6,183+133.7% | $5,432+166.1% | $4,876+196.4% |
| Participant deferral / active EE | $9,394 | $5,629+66.9% | $4,939+90.2% | $5,439+72.7% |
| Admin fee / account holder | $234 | $16,852-98.6% | $13,881-98.3% | $10,886-97.9% |