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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 | $763,585 | $108,942+600.9% | $100,415+660.4% | $145,897+423.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 23.24% | 58.27%-35.0pp | 49.47%-26.2pp | 552.29%-529.1pp |
| Employer contribution / active EE | $8,955 | $4,422+102.5% | $3,943+127.1% | $4,663+92.1% |
| Participant deferral / active EE | $14,565 | $8,461+72.1% | $8,091+80.0% | $6,689+117.7% |
| Admin fee / account holder | $29 | $9,702-99.7% | $7,906-99.6% | $13,390-99.8% |