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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 | $483,370 | $197,625+144.6% | $177,840+171.8% | $158,966+204.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 34.43% | 58.76%-24.3pp | 48.32%-13.9pp | 302.95%-268.5pp |
| Employer contribution / active EE | $15,095 | $6,698+125.4% | $5,919+155.1% | $4,762+217.0% |
| Participant deferral / active EE | $9,052 | $8,405+7.7% | $7,714+17.4% | $5,983+51.3% |
| Admin fee / account holder | $88 | $15,405-99.4% | $12,431-99.3% | $11,250-99.2% |