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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 | $957,362 | $209,425+357.1% | $178,499+436.3% | $158,966+502.2% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 20.97% | 188.80%-167.8pp | 151.10%-130.1pp | 302.95%-282.0pp |
| Employer contribution / active EE | $4,661 | $5,707-18.3% | $5,011-7.0% | $4,762-2.1% |
| Participant deferral / active EE | $6,500 | $5,955+9.2% | $5,202+24.9% | $5,983+8.6% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |