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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 | $423,629 | $198,457+113.5% | $170,435+148.6% | $147,586+187.0% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 23.00% | 257.30%-234.3pp | 205.94%-182.9pp | 578.59%-555.6pp |
| Employer contribution / active EE | $3,225 | $6,183-47.8% | $5,432-40.6% | $4,876-33.9% |
| Participant deferral / active EE | $9,809 | $5,629+74.2% | $4,939+98.6% | $5,439+80.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |