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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 | $825,775 | $165,361+399.4% | $149,715+451.6% | $158,950+419.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.32% | 348.24%-327.9pp | 276.66%-256.3pp | 302.91%-282.6pp |
| Employer contribution / active EE | $5,299 | $5,103+3.8% | $4,645+14.1% | $4,762+11.3% |
| Participant deferral / active EE | $11,691 | $7,182+62.8% | $6,842+70.9% | $5,983+95.4% |
| Admin fee / account holder | $1 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |