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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 | $452,225 | $185,905+143.3% | $170,057+165.9% | $139,487+224.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.21% | 60.56%-40.4pp | 53.42%-33.2pp | 373.84%-353.6pp |
| Employer contribution / active EE | $7,599 | $7,5970% | $6,790+11.9% | $4,755+59.8% |
| Participant deferral / active EE | $13,833 | $11,627+19.0% | $10,411+32.9% | $6,713+106.1% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |