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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 | $611,394 | $157,304+288.7% | $141,197+333.0% | $152,909+299.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.77% | 64.34%-38.6pp | 71.41%-45.6pp | 345.46%-319.7pp |
| Employer contribution / active EE | $15,058 | $5,263+186.1% | $4,736+217.9% | $4,764+216.1% |
| Participant deferral / active EE | $10,833 | $7,111+52.3% | $6,710+61.4% | $5,851+85.1% |
| Admin fee / account holder | $17 | $12,126-99.9% | $10,265-99.8% | $11,601-99.9% |