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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 | $668,930 | $138,076+384.5% | $123,553+441.4% | $135,380+394.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 10.53% | 153.70%-143.2pp | 119.21%-108.7pp | 519.81%-509.3pp |
| Employer contribution / active EE | $2,468 | $5,152-52.1% | $4,628-46.7% | $4,779-48.4% |
| Participant deferral / active EE | $12,675 | $6,800+86.4% | $6,426+97.2% | $5,609+126.0% |
| Admin fee / account holder | $68 | $10,917-99.4% | $9,284-99.3% | $10,828-99.4% |