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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 | $324,100 | $148,629+118.1% | $135,982+138.3% | $139,487+132.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.17% | 79.33%-61.2pp | 68.32%-50.2pp | 373.84%-355.7pp |
| Employer contribution / active EE | $28,409 | $5,247+441.5% | $4,859+484.7% | $4,755+497.5% |
| Participant deferral / active EE | $12,682 | $8,102+56.5% | $7,760+63.4% | $6,713+88.9% |
| Admin fee / account holder | $18 | $12,406-99.9% | $10,767-99.8% | $11,407-99.8% |