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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 | $308,971 | $175,231+76.3% | $149,696+106.4% | $139,466+121.5% |
| Participation rate | 89.5% | 83.4%+6.1pp | 78.8%+10.7pp | 80.3%+9.1pp |
| Annual return | 17.86% | 166.77%-148.9pp | 134.46%-116.6pp | 373.66%-355.8pp |
| Employer contribution / active EE | $10,349 | $5,478+88.9% | $4,821+114.7% | $4,754+117.7% |
| Participant deferral / active EE | $6,679 | $6,521+2.4% | $5,682+17.5% | $6,712-0.5% |
| Admin fee / account holder | $207 | $16,155-98.7% | $13,212-98.4% | $11,409-98.2% |