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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 | $396,854 | $217,432+82.5% | $185,851+113.5% | $167,553+136.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.67% | 148.43%-137.8pp | 122.11%-111.4pp | 478.89%-468.2pp |
| Employer contribution / active EE | $20,501 | $5,874+249.0% | $5,168+296.7% | $4,840+323.6% |
| Participant deferral / active EE | $14,625 | $6,357+130.1% | $5,569+162.6% | $6,343+130.6% |
| Admin fee / account holder | $91 | $19,820-99.5% | $16,245-99.4% | $12,316-99.3% |