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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 | $506,807 | $183,978+175.5% | $162,171+212.5% | $152,885+231.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 17.76% | 150.78%-133.0pp | 115.60%-97.8pp | 345.39%-327.6pp |
| Employer contribution / active EE | $32,795 | $6,370+414.9% | $5,613+484.3% | $4,763+588.5% |
| Participant deferral / active EE | $25,606 | $8,033+218.8% | $7,297+250.9% | $5,851+337.7% |
| Admin fee / account holder | $35 | $13,122-99.7% | $10,843-99.7% | $11,598-99.7% |