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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 | $373,638 | $198,457+88.3% | $170,435+119.2% | $147,586+153.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.43% | 257.30%-247.9pp | 205.94%-196.5pp | 578.59%-569.2pp |
| Employer contribution / active EE | $18,567 | $6,183+200.3% | $5,432+241.8% | $4,876+280.8% |
| Participant deferral / active EE | $9,720 | $5,629+72.7% | $4,939+96.8% | $5,439+78.7% |
| Admin fee / account holder | $17 | $16,852-99.9% | $13,881-99.9% | $10,886-99.8% |