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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 | $322,985 | $85,766+276.6% | $136,297+137.0% | $70,124+360.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.04% | 31.45%-13.4pp | 5156.19%-5138.2pp | 73.14%-55.1pp |
| Employer contribution / active EE | $15,420 | $2,966+419.9% | $4,696+228.4% | $2,342+558.3% |
| Participant deferral / active EE | $13,165 | $5,051+160.6% | $6,247+110.7% | $3,332+295.1% |
| Admin fee / account holder | $93 | $5,420-98.3% | $9,244-99.0% | $4,645-98.0% |