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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 | $426,824 | $198,457+115.1% | $170,435+150.4% | $147,586+189.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.91% | 257.30%-236.4pp | 205.94%-185.0pp | 578.59%-557.7pp |
| Employer contribution / active EE | $6,224 | $6,183+0.7% | $5,432+14.6% | $4,876+27.6% |
| Participant deferral / active EE | $13,113 | $5,629+132.9% | $4,939+165.5% | $5,439+141.1% |
| Admin fee / account holder | $59 | $16,852-99.7% | $13,881-99.6% | $10,886-99.5% |