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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 | $575,599 | $209,428+174.8% | $178,498+222.5% | $158,950+262.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.92% | 188.78%-166.9pp | 151.09%-129.2pp | 302.91%-281.0pp |
| Employer contribution / active EE | $5,306 | $5,707-7.0% | $5,011+5.9% | $4,762+11.4% |
| Participant deferral / active EE | $2,574 | $5,955-56.8% | $5,202-50.5% | $5,983-57.0% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |