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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 | $934,432 | $217,432+329.8% | $185,849+402.8% | $167,536+457.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.30% | 148.42%-136.1pp | 122.10%-109.8pp | 478.82%-466.5pp |
| Employer contribution / active EE | $6,169 | $5,875+5.0% | $5,169+19.4% | $4,839+27.5% |
| Participant deferral / active EE | $3,571 | $6,357-43.8% | $5,569-35.9% | $6,342-43.7% |
| Admin fee / account holder | $86 | $19,818-99.6% | $16,244-99.5% | $12,315-99.3% |