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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 | $739,695 | $107,363+589.0% | $92,909+696.1% | $152,897+383.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.09% | 145.63%-123.5pp | 109.44%-87.3pp | 345.43%-323.3pp |
| Employer contribution / active EE | $5,114 | $4,222+21.1% | $3,653+40.0% | $4,764+7.4% |
| Participant deferral / active EE | $6,584 | $4,848+35.8% | $4,238+55.4% | $5,851+12.5% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |