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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 | $256,436 | $175,257+46.3% | $149,717+71.3% | $139,456+83.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.94% | 166.70%-148.8pp | 134.41%-116.5pp | 373.45%-355.5pp |
| Employer contribution / active EE | $34,049 | $5,477+521.7% | $4,820+606.5% | $4,753+616.4% |
| Participant deferral / active EE | $27,500 | $6,521+321.7% | $5,682+384.0% | $6,711+309.8% |
| Admin fee / account holder | $150 | $16,156-99.1% | $13,213-98.9% | $11,407-98.7% |