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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 | $515,444 | $209,422+146.1% | $178,503+188.8% | $158,982+224.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.17% | 188.81%-180.6pp | 151.12%-142.9pp | 302.99%-294.8pp |
| Employer contribution / active EE | $6,653 | $5,707+16.6% | $5,011+32.8% | $4,763+39.7% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |