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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 | $432,006 | $209,874+105.8% | $189,537+127.9% | $167,536+157.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.37% | 748.61%-732.2pp | 555.34%-539.0pp | 478.82%-462.4pp |
| Employer contribution / active EE | $23,290 | $6,913+236.9% | $6,161+278.0% | $4,839+381.3% |
| Participant deferral / active EE | $17,500 | $8,934+95.9% | $8,220+112.9% | $6,342+175.9% |
| Admin fee / account holder | $131 | $14,299-99.1% | $12,048-98.9% | $12,315-98.9% |