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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 | $741,035 | $175,212+322.9% | $149,682+395.1% | $139,427+431.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.59% | 166.63%-155.0pp | 134.35%-122.8pp | 373.27%-361.7pp |
| Employer contribution / active EE | $7,842 | $5,475+43.2% | $4,818+62.7% | $4,752+65.0% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |