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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 | $760,459 | $175,257+333.9% | $149,717+407.9% | $139,456+445.3% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 20.64% | 166.70%-146.1pp | 134.41%-113.8pp | 373.45%-352.8pp |
| Employer contribution / active EE | $12,454 | $5,477+127.4% | $4,820+158.4% | $4,753+162.0% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $289 | $16,156-98.2% | $13,213-97.8% | $11,407-97.5% |