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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 | $504,310 | $209,874+140.3% | $189,537+166.1% | $167,536+201.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.59% | 748.61%-727.0pp | 555.34%-533.7pp | 478.82%-457.2pp |
| Employer contribution / active EE | $3,822 | $6,913-44.7% | $6,161-38.0% | $4,839-21.0% |
| Participant deferral / active EE | $16,344 | $8,934+82.9% | $8,220+98.8% | $6,342+157.7% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |