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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 | $367,304 | $148,558+147.2% | $135,925+170.2% | $139,427+163.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.28% | 79.22%-65.9pp | 68.25%-55.0pp | 373.27%-360.0pp |
| Employer contribution / active EE | $16,533 | $5,244+215.3% | $4,857+240.4% | $4,752+247.9% |
| Participant deferral / active EE | $24,098 | $8,101+197.5% | $7,759+210.6% | $6,711+259.1% |
| Admin fee / account holder | $40 | $12,401-99.7% | $10,764-99.6% | $11,404-99.6% |