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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 | $525,501 | $183,516+186.4% | $155,534+237.9% | $145,884+260.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.05% | 61.43%-42.4pp | 64.92%-45.9pp | 551.85%-532.8pp |
| Employer contribution / active EE | $6,656 | $5,315+25.2% | $4,675+42.4% | $4,662+42.8% |
| Participant deferral / active EE | $9,818 | $6,467+51.8% | $5,630+74.4% | $6,690+46.8% |
| Admin fee / account holder | $97 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |