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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 | $981,589 | $217,432+351.4% | $185,849+428.2% | $167,536+485.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.29% | 148.42%-128.1pp | 122.10%-101.8pp | 478.82%-458.5pp |
| Employer contribution / active EE | $4,708 | $5,875-19.9% | $5,169-8.9% | $4,839-2.7% |
| Participant deferral / active EE | $7,118 | $6,357+12.0% | $5,569+27.8% | $6,342+12.2% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |