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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 | $629,773 | $144,130+336.9% | $117,861+434.3% | $147,586+326.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.0pp | 82.8%+2.9pp |
| Annual return | 18.08% | 531.20%-513.1pp | 335.11%-317.0pp | 578.59%-560.5pp |
| Employer contribution / active EE | $5,205 | $4,897+6.3% | $3,786+37.5% | $4,876+6.7% |
| Participant deferral / active EE | $14,601 | $5,316+174.6% | $4,482+225.8% | $5,439+168.5% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |