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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 | $652,041 | $160,040+307.4% | $147,096+343.3% | $145,877+347.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 224.73% | 98.49%+126.2pp | 419.75%-195.0pp | 551.28%-326.6pp |
| Employer contribution / active EE | $5,042 | $5,289-4.7% | $4,936+2.1% | $4,663+8.1% |
| Participant deferral / active EE | $6,115 | $8,429-27.5% | $8,071-24.2% | $6,691-8.6% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |