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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 | $499,003 | $166,131+200.4% | $164,975+202.5% | $145,877+242.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.31% | 100.37%-80.1pp | 70.12%-49.8pp | 551.28%-531.0pp |
| Employer contribution / active EE | $4,826 | $5,276-8.5% | $4,343+11.1% | $4,663+3.5% |
| Participant deferral / active EE | $21,577 | $6,962+209.9% | $6,033+257.6% | $6,691+222.5% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |