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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 | $435,509 | $198,457+119.4% | $170,435+155.5% | $147,586+195.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.45% | 257.30%-240.9pp | 205.94%-189.5pp | 578.59%-562.1pp |
| Employer contribution / active EE | $8,639 | $6,183+39.7% | $5,432+59.0% | $4,876+77.2% |
| Participant deferral / active EE | $16,000 | $5,629+184.2% | $4,939+223.9% | $5,439+194.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |