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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 | $529,028 | $183,516+188.3% | $155,534+240.1% | $145,884+262.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 33.47% | 61.43%-28.0pp | 64.92%-31.5pp | 551.85%-518.4pp |
| Employer contribution / active EE | $3,742 | $5,315-29.6% | $4,675-19.9% | $4,662-19.7% |
| Participant deferral / active EE | $7,643 | $6,467+18.2% | $5,630+35.7% | $6,690+14.2% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |