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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 | $546,106 | $176,105+210.1% | $159,474+242.4% | $167,536+226.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.98% | 331.91%-309.9pp | 263.68%-241.7pp | 478.82%-456.8pp |
| Employer contribution / active EE | $9,477 | $5,299+78.8% | $4,831+96.2% | $4,839+95.8% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |