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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 | $343,879 | $175,231+96.2% | $149,696+129.7% | $139,466+146.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.69% | 166.77%-152.1pp | 134.46%-119.8pp | 373.66%-359.0pp |
| Employer contribution / active EE | $6,681 | $5,478+22.0% | $4,821+38.6% | $4,754+40.5% |
| Participant deferral / active EE | $7,925 | $6,521+21.5% | $5,682+39.5% | $6,712+18.1% |
| Admin fee / account holder | $171 | $16,155-98.9% | $13,212-98.7% | $11,409-98.5% |