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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 | $489,579 | $160,070+205.9% | $147,117+232.8% | $145,897+235.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 111.93% | 98.69%+13.2pp | 420.54%-308.6pp | 552.29%-440.4pp |
| Employer contribution / active EE | $3,911 | $5,285-26.0% | $4,932-20.7% | $4,663-16.1% |
| Participant deferral / active EE | $5,180 | $8,419-38.5% | $8,065-35.8% | $6,689-22.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |