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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 | $774,562 | $175,259+342.0% | $149,723+417.3% | $139,487+455.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.11% | 166.82%-152.7pp | 134.50%-120.4pp | 373.84%-359.7pp |
| Employer contribution / active EE | $3,609 | $5,478-34.1% | $4,821-25.1% | $4,755-24.1% |
| Participant deferral / active EE | $20,667 | $6,522+216.9% | $5,682+263.7% | $6,713+207.9% |
| Admin fee / account holder | $85 | $16,158-99.5% | $13,215-99.4% | $11,407-99.3% |