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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 | $514,275 | $175,231+193.5% | $149,696+243.5% | $139,466+268.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 28.47% | 166.77%-138.3pp | 134.46%-106.0pp | 373.66%-345.2pp |
| Employer contribution / active EE | $3,610 | $5,478-34.1% | $4,821-25.1% | $4,754-24.1% |
| Participant deferral / active EE | $4,179 | $6,521-35.9% | $5,682-26.5% | $6,712-37.7% |
| Admin fee / account holder | $237 | $16,155-98.5% | $13,212-98.2% | $11,409-97.9% |