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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 | $327,551 | $166,242+97.0% | $165,071+98.4% | $145,884+124.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.99% | 100.44%-80.5pp | 70.17%-50.2pp | 551.85%-531.9pp |
| Employer contribution / active EE | $32,479 | $5,283+514.8% | $4,347+647.1% | $4,662+596.6% |
| Participant deferral / active EE | $21,121 | $6,964+203.3% | $6,035+250.0% | $6,690+215.7% |
| Admin fee / account holder | $47 | $16,658-99.7% | $12,695-99.6% | $13,392-99.7% |