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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 | $391,797 | $148,623+163.6% | $135,974+188.1% | $139,466+180.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 36.59% | 79.30%-42.7pp | 68.30%-31.7pp | 373.66%-337.1pp |
| Employer contribution / active EE | $21,596 | $5,246+311.6% | $4,859+344.5% | $4,754+354.3% |
| Participant deferral / active EE | $10,623 | $8,103+31.1% | $7,760+36.9% | $6,712+58.3% |
| Admin fee / account holder | $31 | $12,406-99.8% | $10,767-99.7% | $11,409-99.7% |