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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 | $462,951 | $175,231+164.2% | $149,696+209.3% | $139,466+231.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.92% | 166.77%-139.8pp | 134.46%-107.5pp | 373.66%-346.7pp |
| Employer contribution / active EE | $18,725 | $5,478+241.8% | $4,821+288.4% | $4,754+293.9% |
| Participant deferral / active EE | $22,714 | $6,521+248.3% | $5,682+299.7% | $6,712+238.4% |
| Admin fee / account holder | $141 | $16,155-99.1% | $13,212-98.9% | $11,409-98.8% |