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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 | $160,070+246.0% | $147,117+276.4% | $145,897+279.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.41% | 98.69%-87.3pp | 420.54%-409.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $25,846 | $5,285+389.1% | $4,932+424.0% | $4,663+454.3% |
| Participant deferral / active EE | $9,730 | $8,419+15.6% | $8,065+20.7% | $6,689+45.5% |
| Admin fee / account holder | $296 | $15,035-98.0% | $12,993-97.7% | $13,390-97.8% |