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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 | $810,329 | $166,089+387.9% | $164,928+391.3% | $145,978+455.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.60% | 100.26%-87.7pp | 70.08%-57.5pp | 550.52%-537.9pp |
| Employer contribution / active EE | $22,399 | $5,276+324.5% | $4,343+415.7% | $4,662+380.5% |
| Participant deferral / active EE | $17,267 | $6,961+148.0% | $6,034+186.2% | $6,690+158.1% |
| Admin fee / account holder | $128 | $16,641-99.2% | $12,684-99.0% | $13,400-99.0% |