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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 | $972,213 | $168,635+476.5% | $147,617+558.6% | $125,389+675.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.32% | 77.65%-77.3pp | 61.98%-61.7pp | 282.24%-281.9pp |
| Employer contribution / active EE | $35,000 | $6,252+459.8% | $5,564+529.0% | $4,866+619.3% |
| Participant deferral / active EE | $21,600 | $5,507+292.2% | $4,895+341.2% | $5,352+303.6% |
| Admin fee / account holder | $145 | $13,580-98.9% | $11,612-98.7% | $9,541-98.5% |