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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 | $729,023 | $176,105+314.0% | $159,474+357.1% | $167,536+335.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.60% | 331.91%-319.3pp | 263.68%-251.1pp | 478.82%-466.2pp |
| Employer contribution / active EE | $1,138 | $5,299-78.5% | $4,831-76.4% | $4,839-76.5% |
| Participant deferral / active EE | $4,000 | $7,751-48.4% | $7,353-45.6% | $6,342-36.9% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |