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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 | $378,974 | $166,268+127.9% | $165,100+129.5% | $145,897+159.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.15% | 100.52%-83.4pp | 70.21%-53.1pp | 552.29%-535.1pp |
| Employer contribution / active EE | $21,014 | $5,284+297.7% | $4,348+383.3% | $4,663+350.7% |
| Participant deferral / active EE | $13,956 | $6,964+100.4% | $6,035+131.2% | $6,689+108.6% |
| Admin fee / account holder | $180 | $16,659-98.9% | $12,696-98.6% | $13,390-98.7% |