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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 | $331,139 | $209,425+58.1% | $178,499+85.5% | $158,966+108.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.38% | 188.80%-167.4pp | 151.10%-129.7pp | 302.95%-281.6pp |
| Employer contribution / active EE | $22,380 | $5,707+292.1% | $5,011+346.6% | $4,762+369.9% |
| Participant deferral / active EE | $19,500 | $5,955+227.5% | $5,202+274.8% | $5,983+225.9% |
| Admin fee / account holder | $70 | $17,078-99.6% | $13,986-99.5% | $11,250-99.4% |