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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 | $594,913 | $209,425+184.1% | $178,499+233.3% | $158,966+274.2% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 53.99% | 188.80%-134.8pp | 151.10%-97.1pp | 302.95%-249.0pp |
| Employer contribution / active EE | $9,443 | $5,707+65.5% | $5,011+88.4% | $4,762+98.3% |
| Participant deferral / active EE | $21,375 | $5,955+258.9% | $5,202+310.9% | $5,983+257.3% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |