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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 | $553,773 | $159,934+246.2% | $147,005+276.7% | $145,959+279.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.41% | 98.24%-86.8pp | 418.76%-407.4pp | 561.95%-550.5pp |
| Employer contribution / active EE | $25,846 | $5,287+388.8% | $4,934+423.8% | $4,661+454.5% |
| Participant deferral / active EE | $9,730 | $8,427+15.5% | $8,070+20.6% | $6,689+45.5% |
| Admin fee / account holder | $296 | $15,053-98.0% | $13,006-97.7% | $13,398-97.8% |