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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 | $271,819 | $160,070+69.8% | $147,117+84.8% | $145,897+86.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.53% | 98.69%-76.2pp | 420.54%-398.0pp | 552.29%-529.8pp |
| Employer contribution / active EE | $9,863 | $5,285+86.6% | $4,932+99.9% | $4,663+111.5% |
| Participant deferral / active EE | $11,238 | $8,419+33.5% | $8,065+39.3% | $6,689+68.0% |
| Admin fee / account holder | $15 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |