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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 | $479,077 | $175,231+173.4% | $149,696+220.0% | $139,466+243.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.76% | 166.77%-145.0pp | 134.46%-112.7pp | 373.66%-351.9pp |
| Employer contribution / active EE | $8,652 | $5,478+57.9% | $4,821+79.5% | $4,754+82.0% |
| Participant deferral / active EE | $14,833 | $6,521+127.4% | $5,682+161.0% | $6,712+121.0% |
| Admin fee / account holder | $285 | $16,155-98.2% | $13,212-97.8% | $11,409-97.5% |