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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 | $284,423 | $185,883+53.0% | $170,043+67.3% | $139,466+103.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.81% | 60.54%-39.7pp | 53.40%-32.6pp | 373.66%-352.8pp |
| Employer contribution / active EE | $18,370 | $7,596+141.8% | $6,790+170.6% | $4,754+286.4% |
| Participant deferral / active EE | $13,694 | $11,626+17.8% | $10,410+31.5% | $6,712+104.0% |
| Admin fee / account holder | $239 | $15,393-98.4% | $12,824-98.1% | $11,409-97.9% |