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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 | $499,383 | $157,276+217.5% | $141,177+253.7% | $152,885+226.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.32% | 64.33%-42.0pp | 71.40%-49.1pp | 345.39%-323.1pp |
| Employer contribution / active EE | $5,387 | $5,262+2.4% | $4,736+13.8% | $4,763+13.1% |
| Participant deferral / active EE | $19,000 | $7,110+167.2% | $6,710+183.2% | $5,851+224.7% |
| Admin fee / account holder | $21 | $12,123-99.8% | $10,263-99.8% | $11,598-99.8% |