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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 | $938,089 | $176,071+432.8% | $159,450+488.3% | $167,497+460.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 28.10% | 331.79%-303.7pp | 263.60%-235.5pp | 478.62%-450.5pp |
| Employer contribution / active EE | $3,630 | $5,298-31.5% | $4,830-24.8% | $4,838-25.0% |
| Participant deferral / active EE | $23,833 | $7,750+207.5% | $7,352+224.2% | $6,341+275.8% |
| Admin fee / account holder | $0 | $12,555-100.0% | $10,800-100.0% | $12,310-100.0% |