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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 | $420,751 | $217,432+93.5% | $185,851+126.4% | $167,553+151.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.99% | 148.43%-133.4pp | 122.11%-107.1pp | 478.89%-463.9pp |
| Employer contribution / active EE | $12,103 | $5,874+106.0% | $5,168+134.2% | $4,840+150.1% |
| Participant deferral / active EE | $6,583 | $6,357+3.6% | $5,569+18.2% | $6,343+3.8% |
| Admin fee / account holder | $52 | $19,820-99.7% | $16,245-99.7% | $12,316-99.6% |