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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 | $576,612 | $217,432+165.2% | $185,849+210.3% | $167,536+244.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.53% | 148.42%-136.9pp | 122.10%-110.6pp | 478.82%-467.3pp |
| Employer contribution / active EE | $3,056 | $5,875-48.0% | $5,169-40.9% | $4,839-36.9% |
| Participant deferral / active EE | $9,456 | $6,357+48.7% | $5,569+69.8% | $6,342+49.1% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |