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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 | $540,197 | $209,428+157.9% | $178,498+202.6% | $158,950+239.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.58% | 188.78%-178.2pp | 151.09%-140.5pp | 302.91%-292.3pp |
| Employer contribution / active EE | $12,229 | $5,707+114.3% | $5,011+144.0% | $4,762+156.8% |
| Participant deferral / active EE | $5,515 | $5,955-7.4% | $5,202+6.0% | $5,983-7.8% |
| Admin fee / account holder | $17 | $17,077-99.9% | $13,985-99.9% | $11,248-99.8% |