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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 | $183,592+410.0% | $155,574+501.8% | $145,877+541.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.02% | 61.37%-50.3pp | 64.87%-53.8pp | 551.28%-540.3pp |
| Employer contribution / active EE | $3,493 | $5,317-34.3% | $4,676-25.3% | $4,663-25.1% |
| Participant deferral / active EE | $10,920 | $6,466+68.9% | $5,629+94.0% | $6,691+63.2% |
| Admin fee / account holder | $12 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |