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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 | $562,418 | $183,539+206.4% | $155,556+261.6% | $145,897+285.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.97% | 61.31%-36.3pp | 64.84%-39.9pp | 552.29%-527.3pp |
| Employer contribution / active EE | $3,623 | $5,315-31.8% | $4,675-22.5% | $4,663-22.3% |
| Participant deferral / active EE | $9,737 | $6,467+50.6% | $5,631+72.9% | $6,689+45.6% |
| Admin fee / account holder | $63 | $19,275-99.7% | $15,885-99.6% | $13,390-99.5% |