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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 | $452,979 | $175,259+158.5% | $149,723+202.5% | $139,487+224.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.47% | 166.82%-153.3pp | 134.50%-121.0pp | 373.84%-360.4pp |
| Employer contribution / active EE | $13,846 | $5,478+152.7% | $4,821+187.2% | $4,755+191.2% |
| Participant deferral / active EE | $16,625 | $6,522+154.9% | $5,682+192.6% | $6,713+147.7% |
| Admin fee / account holder | $129 | $16,158-99.2% | $13,215-99.0% | $11,407-98.9% |