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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 | $804,524 | $217,432+270.0% | $185,849+332.9% | $167,536+380.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.65% | 148.42%-132.8pp | 122.10%-106.5pp | 478.82%-463.2pp |
| Employer contribution / active EE | $17,569 | $5,875+199.1% | $5,169+239.9% | $4,839+263.1% |
| Participant deferral / active EE | $11,920 | $6,357+87.5% | $5,569+114.1% | $6,342+87.9% |
| Admin fee / account holder | $105 | $19,818-99.5% | $16,244-99.4% | $12,315-99.1% |