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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 | $757,851 | $166,020+356.5% | $164,866+359.7% | $145,959+419.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.00% | 100.08%-90.1pp | 69.97%-60.0pp | 561.95%-552.0pp |
| Employer contribution / active EE | $5,724 | $5,275+8.5% | $4,343+31.8% | $4,661+22.8% |
| Participant deferral / active EE | $10,503 | $6,961+50.9% | $6,033+74.1% | $6,689+57.0% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |