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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 | $664,538 | $202,345+228.4% | $172,755+284.7% | $152,885+334.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 27.12% | 1029.77%-1002.6pp | 802.94%-775.8pp | 345.39%-318.3pp |
| Employer contribution / active EE | $4,537 | $5,858-22.6% | $5,144-11.8% | $4,763-4.8% |
| Participant deferral / active EE | $7,317 | $5,948+23.0% | $5,198+40.8% | $5,851+25.1% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |