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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 | $801,860 | $209,428+282.9% | $178,498+349.2% | $158,950+404.5% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 61.66% | 188.78%-127.1pp | 151.09%-89.4pp | 302.91%-241.3pp |
| Employer contribution / active EE | $10,179 | $5,707+78.4% | $5,011+103.1% | $4,762+113.8% |
| Participant deferral / active EE | $7,862 | $5,955+32.0% | $5,202+51.1% | $5,983+31.4% |
| Admin fee / account holder | $72 | $17,077-99.6% | $13,985-99.5% | $11,248-99.4% |