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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 | $990,915 | $185,312+434.7% | $161,489+513.6% | $154,746+540.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.84% | 103.84%-88.0pp | 89.72%-73.9pp | 172.34%-156.5pp |
| Employer contribution / active EE | $4,250 | $4,769-10.9% | $4,268-0.4% | $4,379-2.9% |
| Participant deferral / active EE | $15,750 | $6,350+148.0% | $5,630+179.8% | $6,730+134.0% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |