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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 | $729,385 | $217,432+235.5% | $185,849+292.5% | $167,536+335.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.89% | 148.42%-124.5pp | 122.10%-98.2pp | 478.82%-454.9pp |
| Employer contribution / active EE | $8,034 | $5,875+36.8% | $5,169+55.4% | $4,839+66.0% |
| Participant deferral / active EE | $10,790 | $6,357+69.7% | $5,569+93.8% | $6,342+70.1% |
| Admin fee / account holder | $31 | $19,818-99.8% | $16,244-99.8% | $12,315-99.7% |