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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 | $322,870 | $175,231+84.3% | $149,696+115.7% | $139,466+131.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.32% | 166.77%-147.5pp | 134.46%-115.1pp | 373.66%-354.3pp |
| Employer contribution / active EE | $6,061 | $5,478+10.6% | $4,821+25.7% | $4,754+27.5% |
| Participant deferral / active EE | $11,483 | $6,521+76.1% | $5,682+102.1% | $6,712+71.1% |
| Admin fee / account holder | $61 | $16,155-99.6% | $13,212-99.5% | $11,409-99.5% |