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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 | $319,217 | $166,242+92.0% | $165,071+93.4% | $145,884+118.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.38% | 100.44%-85.1pp | 70.17%-54.8pp | 551.85%-536.5pp |
| Employer contribution / active EE | $11,830 | $5,283+123.9% | $4,347+172.1% | $4,662+153.7% |
| Participant deferral / active EE | $11,916 | $6,964+71.1% | $6,035+97.4% | $6,690+78.1% |
| Admin fee / account holder | $81 | $16,658-99.5% | $12,695-99.4% | $13,392-99.4% |