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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 | $636,944 | $159,978+298.1% | $147,041+333.2% | $145,978+336.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.17% | 98.36%-86.2pp | 419.21%-407.0pp | 550.52%-538.3pp |
| Employer contribution / active EE | $12,564 | $5,288+137.6% | $4,935+154.6% | $4,662+169.5% |
| Participant deferral / active EE | $17,514 | $8,429+107.8% | $8,071+117.0% | $6,690+161.8% |
| Admin fee / account holder | $68 | $15,053-99.5% | $13,006-99.5% | $13,400-99.5% |