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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 | $720,470 | $185,856+287.6% | $170,028+323.7% | $139,456+416.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 40.39% | 60.52%-20.1pp | 53.39%-13.0pp | 373.45%-333.1pp |
| Employer contribution / active EE | $14,002 | $7,593+84.4% | $6,788+106.3% | $4,753+194.6% |
| Participant deferral / active EE | $19,103 | $11,623+64.3% | $10,409+83.5% | $6,711+184.6% |
| Admin fee / account holder | $100 | $15,387-99.4% | $12,820-99.2% | $11,407-99.1% |