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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 | $431,193 | $209,422+105.9% | $178,503+141.6% | $158,982+171.2% |
| Participation rate | 93.8% | 86.4%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 25.14% | 188.81%-163.7pp | 151.12%-126.0pp | 302.99%-277.8pp |
| Employer contribution / active EE | $18,388 | $5,707+222.2% | $5,011+266.9% | $4,763+286.1% |
| Participant deferral / active EE | $9,930 | $5,955+66.8% | $5,202+90.9% | $5,983+66.0% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |