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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 | $660,216 | $198,457+232.7% | $170,435+287.4% | $147,586+347.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.74% | 257.30%-244.6pp | 205.94%-193.2pp | 578.59%-565.9pp |
| Employer contribution / active EE | $7,977 | $6,183+29.0% | $5,432+46.8% | $4,876+63.6% |
| Participant deferral / active EE | $16,280 | $5,629+189.2% | $4,939+229.6% | $5,439+199.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |