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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 | $125,237+286.5% | $105,608+358.3% | $145,877+231.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.85% | 225.76%-216.9pp | 116.50%-107.6pp | 551.28%-542.4pp |
| Employer contribution / active EE | $6,084 | $3,720+63.5% | $3,167+92.1% | $4,663+30.5% |
| Participant deferral / active EE | $6,284 | $5,711+10.0% | $5,010+25.4% | $6,691-6.1% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |