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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 | $395,438 | $176,120+124.5% | $159,487+147.9% | $167,553+136.0% |
| Participation rate | 78.6% | 85.0%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | 13.61% | 331.95%-318.3pp | 263.71%-250.1pp | 478.89%-465.3pp |
| Employer contribution / active EE | $4,434 | $5,299-16.3% | $4,831-8.2% | $4,840-8.4% |
| Participant deferral / active EE | $12,377 | $7,752+59.7% | $7,354+68.3% | $6,343+95.1% |
| Admin fee / account holder | $188 | $12,561-98.5% | $10,804-98.3% | $12,316-98.5% |