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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 | $277,837 | $198,457+40.0% | $170,435+63.0% | $147,586+88.3% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 16.02% | 257.30%-241.3pp | 205.94%-189.9pp | 578.59%-562.6pp |
| Employer contribution / active EE | $32,000 | $6,183+417.5% | $5,432+489.1% | $4,876+556.2% |
| Participant deferral / active EE | $18,400 | $5,629+226.9% | $4,939+272.5% | $5,439+238.3% |
| Admin fee / account holder | $42 | $16,852-99.8% | $13,881-99.7% | $10,886-99.6% |