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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 | $717,613 | $198,457+261.6% | $170,435+321.0% | $147,586+386.2% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 21.17% | 257.30%-236.1pp | 205.94%-184.8pp | 578.59%-557.4pp |
| Employer contribution / active EE | $13,247 | $6,183+114.2% | $5,432+143.9% | $4,876+171.7% |
| Participant deferral / active EE | $7,509 | $5,629+33.4% | $4,939+52.0% | $5,439+38.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |