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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 | $936,272 | $183,539+410.1% | $155,556+501.9% | $145,897+541.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.02% | 61.31%-50.3pp | 64.84%-53.8pp | 552.29%-541.3pp |
| Employer contribution / active EE | $3,493 | $5,315-34.3% | $4,675-25.3% | $4,663-25.1% |
| Participant deferral / active EE | $10,920 | $6,467+68.9% | $5,631+93.9% | $6,689+63.2% |
| Admin fee / account holder | $12 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |