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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 | $375,757 | $185,856+102.2% | $170,028+121.0% | $139,456+169.4% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 197.52% | 60.52%+137.0pp | 53.39%+144.1pp | 373.45%-175.9pp |
| Employer contribution / active EE | $5,184 | $7,593-31.7% | $6,788-23.6% | $4,753+9.1% |
| Participant deferral / active EE | $17,736 | $11,623+52.6% | $10,409+70.4% | $6,711+164.3% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |