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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 | $631,613 | $209,428+201.6% | $178,498+253.8% | $158,950+297.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.33% | 188.78%-162.4pp | 151.09%-124.8pp | 302.91%-276.6pp |
| Employer contribution / active EE | $4,287 | $5,707-24.9% | $5,011-14.5% | $4,762-10.0% |
| Participant deferral / active EE | $5,124 | $5,955-14.0% | $5,202-1.5% | $5,983-14.4% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |