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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 | $514,133 | $209,425+145.5% | $178,499+188.0% | $158,966+223.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.38% | 188.80%-171.4pp | 151.10%-133.7pp | 302.95%-285.6pp |
| Employer contribution / active EE | $2,134 | $5,707-62.6% | $5,011-57.4% | $4,762-55.2% |
| Participant deferral / active EE | $6,780 | $5,955+13.9% | $5,202+30.3% | $5,983+13.3% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |