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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 | $414,517 | $175,259+136.5% | $149,723+176.9% | $139,487+197.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.16% | 166.82%-144.7pp | 134.50%-112.3pp | 373.84%-351.7pp |
| Employer contribution / active EE | $3,531 | $5,478-35.6% | $4,821-26.8% | $4,755-25.7% |
| Participant deferral / active EE | $16,000 | $6,522+145.3% | $5,682+181.6% | $6,713+138.4% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |