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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 | $889,489 | $154,754+474.8% | $124,206+616.1% | $138,895+540.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 300.65% | 709.28%-408.6pp | 515.27%-214.6pp | 145.39%+155.3pp |
| Employer contribution / active EE | $5,433 | $4,446+22.2% | $3,540+53.5% | $4,194+29.5% |
| Participant deferral / active EE | $4,349 | $4,621-5.9% | $3,968+9.6% | $6,396-32.0% |
| Admin fee / account holder | $50 | $6,690-99.3% | $5,929-99.2% | $12,562-99.6% |