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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 | $395,794 | $176,077+124.8% | $159,455+148.2% | $167,518+136.3% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 17.90% | 331.83%-313.9pp | 263.63%-245.7pp | 478.71%-460.8pp |
| Employer contribution / active EE | $6,342 | $5,298+19.7% | $4,830+31.3% | $4,838+31.1% |
| Participant deferral / active EE | $11,701 | $7,751+51.0% | $7,353+59.1% | $6,342+84.5% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |