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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 | $623,602 | $175,259+255.8% | $149,723+316.5% | $139,487+347.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 28.89% | 166.82%-137.9pp | 134.50%-105.6pp | 373.84%-344.9pp |
| Employer contribution / active EE | $18,883 | $5,478+244.7% | $4,821+291.7% | $4,755+297.2% |
| Participant deferral / active EE | $12,000 | $6,522+84.0% | $5,682+111.2% | $6,713+78.8% |
| Admin fee / account holder | $78 | $16,158-99.5% | $13,215-99.4% | $11,407-99.3% |