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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 | $384,245 | $209,422+83.5% | $178,503+115.3% | $158,982+141.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.82% | 188.81%-168.0pp | 151.12%-130.3pp | 302.99%-282.2pp |
| Employer contribution / active EE | $7,671 | $5,707+34.4% | $5,011+53.1% | $4,763+61.1% |
| Participant deferral / active EE | $7,815 | $5,955+31.2% | $5,202+50.2% | $5,983+30.6% |
| Admin fee / account holder | $30 | $17,079-99.8% | $13,987-99.8% | $11,252-99.7% |