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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 | $288,602 | $160,070+80.3% | $147,117+96.2% | $145,897+97.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 32.68% | 98.69%-66.0pp | 420.54%-387.9pp | 552.29%-519.6pp |
| Employer contribution / active EE | $11,488 | $5,285+117.4% | $4,932+132.9% | $4,663+146.4% |
| Participant deferral / active EE | $8,873 | $8,419+5.4% | $8,065+10.0% | $6,689+32.6% |
| Admin fee / account holder | $28 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |