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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 | $746,958 | $127,387+486.4% | $115,038+549.3% | $125,389+495.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 134.08% | 31.28%+102.8pp | 26.14%+107.9pp | 282.24%-148.2pp |
| Employer contribution / active EE | $15,383 | $5,166+197.8% | $4,608+233.8% | $4,866+216.1% |
| Participant deferral / active EE | $9,800 | $6,423+52.6% | $6,026+62.6% | $5,352+83.1% |
| Admin fee / account holder | $184 | $9,516-98.1% | $8,175-97.7% | $9,541-98.1% |