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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 | $483,991 | $125,190+286.6% | $105,624+358.2% | $145,897+231.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.85% | 225.22%-216.4pp | 116.20%-107.4pp | 552.29%-543.4pp |
| Employer contribution / active EE | $6,084 | $3,720+63.5% | $3,168+92.1% | $4,663+30.5% |
| Participant deferral / active EE | $6,284 | $5,716+9.9% | $5,013+25.4% | $6,689-6.1% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |