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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 | $396,614 | $185,883+113.4% | $170,043+133.2% | $139,466+184.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.27% | 60.54%-42.3pp | 53.40%-35.1pp | 373.66%-355.4pp |
| Employer contribution / active EE | $19,746 | $7,596+159.9% | $6,790+190.8% | $4,754+315.4% |
| Participant deferral / active EE | $14,774 | $11,626+27.1% | $10,410+41.9% | $6,712+120.1% |
| Admin fee / account holder | $92 | $15,393-99.4% | $12,824-99.3% | $11,409-99.2% |