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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 | $372,546 | $209,425+77.9% | $178,499+108.7% | $158,966+134.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.17% | 188.80%-170.6pp | 151.10%-132.9pp | 302.95%-284.8pp |
| Employer contribution / active EE | $12,601 | $5,707+120.8% | $5,011+151.4% | $4,762+164.6% |
| Participant deferral / active EE | $6,465 | $5,955+8.6% | $5,202+24.3% | $5,983+8.1% |
| Admin fee / account holder | $31 | $17,078-99.8% | $13,986-99.8% | $11,250-99.7% |