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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 | $513,784 | $165,584+210.3% | $142,942+259.4% | $137,256+274.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 17.76% | 164.22%-146.5pp | 113.70%-95.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $7,042 | $4,725+49.0% | $4,139+70.1% | $4,156+69.4% |
| Participant deferral / active EE | $0 | $8,194-100.0% | $7,128-100.0% | $6,407-100.0% |
| Admin fee / account holder | $126 | $16,167-99.2% | $12,475-99.0% | $12,270-99.0% |