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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 | $425,268 | $185,905+128.8% | $170,057+150.1% | $139,487+204.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 29.61% | 60.56%-31.0pp | 53.42%-23.8pp | 373.84%-344.2pp |
| Employer contribution / active EE | $31,498 | $7,597+314.6% | $6,790+363.9% | $4,755+562.5% |
| Participant deferral / active EE | $21,000 | $11,627+80.6% | $10,411+101.7% | $6,713+212.8% |
| Admin fee / account holder | $236 | $15,397-98.5% | $12,826-98.2% | $11,407-97.9% |