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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 | $871,475 | $160,070+444.4% | $147,117+492.4% | $145,897+497.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.33% | 98.69%-83.4pp | 420.54%-405.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $18,350 | $5,285+247.2% | $4,932+272.0% | $4,663+293.6% |
| Participant deferral / active EE | $31,731 | $8,419+276.9% | $8,065+293.5% | $6,689+374.4% |
| Admin fee / account holder | $123 | $15,035-99.2% | $12,993-99.1% | $13,390-99.1% |