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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 | $323,825 | $137,414+135.7% | $189,545+70.8% | $85,851+277.2% |
| Participation rate | 92.3% | 84.6%+7.7pp | 87.8%+4.5pp | 69.3%+23.0pp |
| Annual return | 14.45% | 38.14%-23.7pp | 555.36%-540.9pp | 318.63%-304.2pp |
| Employer contribution / active EE | $8,662 | $4,344+99.4% | $6,162+40.6% | $2,565+237.6% |
| Participant deferral / active EE | $12,856 | $6,260+105.4% | $8,220+56.4% | $3,952+225.3% |
| Admin fee / account holder | $7 | $8,630-99.9% | $12,049-99.9% | $6,261-99.9% |