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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 | $457,118 | $209,428+118.3% | $178,498+156.1% | $158,950+187.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.04% | 188.78%-175.7pp | 151.09%-138.1pp | 302.91%-289.9pp |
| Employer contribution / active EE | $4,631 | $5,707-18.9% | $5,011-7.6% | $4,762-2.7% |
| Participant deferral / active EE | $17,765 | $5,955+198.3% | $5,202+241.5% | $5,983+196.9% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |