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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 | $634,933 | $175,257+262.3% | $149,717+324.1% | $139,456+355.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.84% | 166.70%-140.9pp | 134.41%-108.6pp | 373.45%-347.6pp |
| Employer contribution / active EE | $8,497 | $5,477+55.1% | $4,820+76.3% | $4,753+78.8% |
| Participant deferral / active EE | $11,396 | $6,521+74.8% | $5,682+100.6% | $6,711+69.8% |
| Admin fee / account holder | $29 | $16,156-99.8% | $13,213-99.8% | $11,407-99.7% |