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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 | $374,685 | $175,259+113.8% | $149,723+150.3% | $139,487+168.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 18.47% | 166.82%-148.4pp | 134.50%-116.0pp | 373.84%-355.4pp |
| Employer contribution / active EE | $7,253 | $5,478+32.4% | $4,821+50.4% | $4,755+52.5% |
| Participant deferral / active EE | $15,080 | $6,522+131.2% | $5,682+165.4% | $6,713+124.6% |
| Admin fee / account holder | $195 | $16,158-98.8% | $13,215-98.5% | $11,407-98.3% |