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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 | $460,951 | $160,028+188.0% | $147,080+213.4% | $145,884+216.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.60% | 98.60%-85.0pp | 420.17%-406.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $14,802 | $5,286+180.0% | $4,933+200.0% | $4,662+217.5% |
| Participant deferral / active EE | $10,879 | $8,422+29.2% | $8,066+34.9% | $6,690+62.6% |
| Admin fee / account holder | $15 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |