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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 | $286,996 | $198,470+44.6% | $170,444+68.4% | $147,585+94.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.86% | 257.30%-240.4pp | 205.94%-189.1pp | 578.56%-561.7pp |
| Employer contribution / active EE | $7,539 | $6,184+21.9% | $5,433+38.8% | $4,876+54.6% |
| Participant deferral / active EE | $5,663 | $5,629+0.6% | $4,939+14.6% | $5,439+4.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,885-100.0% |