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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 | $883,407 | $202,342+336.6% | $172,753+411.4% | $152,909+477.7% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.5%+12.0pp |
| Annual return | 16.10% | 1029.88%-1013.8pp | 803.00%-786.9pp | 345.46%-329.4pp |
| Employer contribution / active EE | $56,000 | $5,857+856.1% | $5,144+988.7% | $4,764+1075.5% |
| Participant deferral / active EE | $3,000 | $5,948-49.6% | $5,198-42.3% | $5,851-48.7% |
| Admin fee / account holder | $134 | $17,112-99.2% | $13,956-99.0% | $11,601-98.8% |