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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 | $763,084 | $202,342+277.1% | $172,753+341.7% | $152,909+399.0% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 25.76% | 1029.88%-1004.1pp | 803.00%-777.2pp | 345.46%-319.7pp |
| Employer contribution / active EE | $15,408 | $5,857+163.1% | $5,144+199.5% | $4,764+223.4% |
| Participant deferral / active EE | $11,779 | $5,948+98.0% | $5,198+126.6% | $5,851+101.3% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |