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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 | $370,934 | $183,592+102.0% | $155,567+138.4% | $145,959+154.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.25% | 61.24%-50.0pp | 64.74%-53.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $29,592 | $5,315+456.8% | $4,674+533.1% | $4,661+534.9% |
| Participant deferral / active EE | $22,833 | $6,464+253.2% | $5,628+305.7% | $6,689+241.4% |
| Admin fee / account holder | $245 | $19,318-98.7% | $15,916-98.5% | $13,398-98.2% |