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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 | $958,284 | $159,978+499.0% | $147,041+551.7% | $145,978+556.5% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 36.71% | 98.36%-61.7pp | 419.21%-382.5pp | 550.52%-513.8pp |
| Employer contribution / active EE | $13,730 | $5,288+159.6% | $4,935+178.2% | $4,662+194.5% |
| Participant deferral / active EE | $13,757 | $8,429+63.2% | $8,071+70.4% | $6,690+105.6% |
| Admin fee / account holder | $30 | $15,053-99.8% | $13,006-99.8% | $13,400-99.8% |