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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 | $420,755 | $176,105+138.9% | $159,474+163.8% | $167,536+151.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.95% | 331.91%-316.0pp | 263.68%-247.7pp | 478.82%-462.9pp |
| Employer contribution / active EE | $22,624 | $5,299+326.9% | $4,831+368.3% | $4,839+367.5% |
| Participant deferral / active EE | $13,936 | $7,751+79.8% | $7,353+89.5% | $6,342+119.7% |
| Admin fee / account holder | $20 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |