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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 | $568,381 | $175,231+224.4% | $149,696+279.7% | $139,466+307.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 46.16% | 166.77%-120.6pp | 134.46%-88.3pp | 373.66%-327.5pp |
| Employer contribution / active EE | $2,630 | $5,478-52.0% | $4,821-45.5% | $4,754-44.7% |
| Participant deferral / active EE | $10,440 | $6,521+60.1% | $5,682+83.7% | $6,712+55.5% |
| Admin fee / account holder | $15 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |