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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 | $495,072 | $176,120+181.1% | $159,487+210.4% | $167,553+195.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 23.70% | 331.95%-308.2pp | 263.71%-240.0pp | 478.89%-455.2pp |
| Employer contribution / active EE | $4,900 | $5,299-7.5% | $4,831+1.4% | $4,840+1.2% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |