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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 | $736,429 | $165,399+345.2% | $149,745+391.8% | $158,982+363.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.05% | 348.34%-331.3pp | 276.72%-259.7pp | 302.99%-285.9pp |
| Employer contribution / active EE | $31,156 | $5,105+510.3% | $4,646+570.6% | $4,763+554.1% |
| Participant deferral / active EE | $15,400 | $7,183+114.4% | $6,843+125.0% | $5,983+157.4% |
| Admin fee / account holder | $50 | $10,811-99.5% | $9,312-99.5% | $11,252-99.6% |