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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 | $355,236 | $209,422+69.6% | $178,503+99.0% | $158,982+123.4% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 16.34% | 188.81%-172.5pp | 151.12%-134.8pp | 302.99%-286.7pp |
| Employer contribution / active EE | $13,830 | $5,707+142.3% | $5,011+176.0% | $4,763+190.4% |
| Participant deferral / active EE | $6,181 | $5,955+3.8% | $5,202+18.8% | $5,983+3.3% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |