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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 | $591,755 | $176,105+236.0% | $159,474+271.1% | $167,536+253.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 31.34% | 331.91%-300.6pp | 263.68%-232.3pp | 478.82%-447.5pp |
| Employer contribution / active EE | $3,664 | $5,299-30.8% | $4,831-24.1% | $4,839-24.3% |
| Participant deferral / active EE | $19,960 | $7,751+157.5% | $7,353+171.4% | $6,342+214.7% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |