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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 | $370,933 | $160,070+131.7% | $147,117+152.1% | $145,897+154.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.51% | 98.69%-84.2pp | 420.54%-406.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $8,628 | $5,285+63.3% | $4,932+74.9% | $4,663+85.1% |
| Participant deferral / active EE | $16,998 | $8,419+101.9% | $8,065+110.8% | $6,689+154.1% |
| Admin fee / account holder | $31 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |