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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 | $595,556 | $198,457+200.1% | $170,435+249.4% | $147,586+303.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 35.79% | 257.30%-221.5pp | 205.94%-170.2pp | 578.59%-542.8pp |
| Employer contribution / active EE | $19,300 | $6,183+212.1% | $5,432+255.3% | $4,876+295.8% |
| Participant deferral / active EE | $13,560 | $5,629+140.9% | $4,939+174.5% | $5,439+149.3% |
| Admin fee / account holder | $4 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |