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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 | $166,131+356.2% | $164,975+359.4% | $145,877+419.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.00% | 100.37%-90.4pp | 70.12%-60.1pp | 551.28%-541.3pp |
| Employer contribution / active EE | $5,724 | $5,276+8.5% | $4,343+31.8% | $4,663+22.8% |
| Participant deferral / active EE | $10,503 | $6,962+50.9% | $6,033+74.1% | $6,691+57.0% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |