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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 | $741,435 | $198,457+273.6% | $170,435+335.0% | $147,586+402.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.80% | 257.30%-237.5pp | 205.94%-186.1pp | 578.59%-558.8pp |
| Employer contribution / active EE | $10,000 | $6,183+61.7% | $5,432+84.1% | $4,876+105.1% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $25 | $16,852-99.9% | $13,881-99.8% | $10,886-99.8% |