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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 | $653,806 | $166,131+293.5% | $164,975+296.3% | $145,877+348.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.23% | 100.37%-87.1pp | 70.12%-56.9pp | 551.28%-538.1pp |
| Employer contribution / active EE | $4,599 | $5,276-12.8% | $4,343+5.9% | $4,663-1.4% |
| Participant deferral / active EE | $17,375 | $6,962+149.6% | $6,033+188.0% | $6,691+159.7% |
| Admin fee / account holder | $286 | $16,648-98.3% | $12,688-97.7% | $13,402-97.9% |