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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 | $752,125 | $183,516+309.8% | $155,534+383.6% | $145,884+415.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.53% | 61.43%-33.9pp | 64.92%-37.4pp | 551.85%-524.3pp |
| Employer contribution / active EE | $4,231 | $5,315-20.4% | $4,675-9.5% | $4,662-9.3% |
| Participant deferral / active EE | $2,673 | $6,467-58.7% | $5,630-52.5% | $6,690-60.0% |
| Admin fee / account holder | $17 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |