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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 | $534,136 | $217,432+145.7% | $185,849+187.4% | $167,536+218.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.82% | 148.42%-135.6pp | 122.10%-109.3pp | 478.82%-466.0pp |
| Employer contribution / active EE | $1,411 | $5,875-76.0% | $5,169-72.7% | $4,839-70.8% |
| Participant deferral / active EE | $6,500 | $6,357+2.2% | $5,569+16.7% | $6,342+2.5% |
| Admin fee / account holder | $63 | $19,818-99.7% | $16,244-99.6% | $12,315-99.5% |