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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 | $658,303 | $227,291+189.6% | $214,702+206.6% | $155,188+324.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 158.28% | 60.08%+98.2pp | 54.55%+103.7pp | 148.84%+9.4pp |
| Employer contribution / active EE | $24,034 | $6,772+254.9% | $6,461+272.0% | $4,248+465.8% |
| Participant deferral / active EE | $17,156 | $9,582+79.0% | $9,147+87.6% | $6,531+162.7% |
| Admin fee / account holder | $54 | $20,413-99.7% | $19,830-99.7% | $14,480-99.6% |