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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 | $485,336 | $175,259+176.9% | $149,723+224.2% | $139,487+247.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.41% | 166.82%-146.4pp | 134.50%-114.1pp | 373.84%-353.4pp |
| Employer contribution / active EE | $2,918 | $5,478-46.7% | $4,821-39.5% | $4,755-38.6% |
| Participant deferral / active EE | $26,250 | $6,522+302.5% | $5,682+361.9% | $6,713+291.1% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |