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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 | $547,088 | $198,457+175.7% | $170,435+221.0% | $147,586+270.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 28.38% | 257.30%-228.9pp | 205.94%-177.6pp | 578.59%-550.2pp |
| Employer contribution / active EE | $6,855 | $6,183+10.9% | $5,432+26.2% | $4,876+40.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |