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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 | $183,592+309.7% | $155,574+383.5% | $145,877+415.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.53% | 61.37%-33.8pp | 64.87%-37.3pp | 551.28%-523.8pp |
| Employer contribution / active EE | $4,231 | $5,317-20.4% | $4,676-9.5% | $4,663-9.3% |
| Participant deferral / active EE | $2,673 | $6,466-58.7% | $5,629-52.5% | $6,691-60.0% |
| Admin fee / account holder | $17 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |