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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 | $540,028 | $209,422+157.9% | $178,503+202.5% | $158,982+239.7% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 23.83% | 188.81%-165.0pp | 151.12%-127.3pp | 302.99%-279.2pp |
| Employer contribution / active EE | $2,537 | $5,707-55.5% | $5,011-49.4% | $4,763-46.7% |
| Participant deferral / active EE | $6,584 | $5,955+10.6% | $5,202+26.6% | $5,983+10.0% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |