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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 | $176,120+432.6% | $159,487+488.2% | $167,553+459.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 28.10% | 331.95%-303.8pp | 263.71%-235.6pp | 478.89%-450.8pp |
| Employer contribution / active EE | $3,630 | $5,299-31.5% | $4,831-24.9% | $4,840-25.0% |
| Participant deferral / active EE | $23,833 | $7,752+207.5% | $7,354+224.1% | $6,343+275.8% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |