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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 | $321,638 | $183,988+74.8% | $162,177+98.3% | $152,897+110.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.17% | 150.79%-127.6pp | 115.60%-92.4pp | 345.43%-322.3pp |
| Employer contribution / active EE | $7,668 | $6,370+20.4% | $5,613+36.6% | $4,764+61.0% |
| Participant deferral / active EE | $17,758 | $8,032+121.1% | $7,297+143.4% | $5,851+203.5% |
| Admin fee / account holder | $300 | $13,123-97.7% | $10,843-97.2% | $11,599-97.4% |