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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 | $530,019 | $160,070+231.1% | $147,117+260.3% | $145,897+263.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.06% | 98.69%-85.6pp | 420.54%-407.5pp | 552.29%-539.2pp |
| Employer contribution / active EE | $6,365 | $5,285+20.4% | $4,932+29.0% | $4,663+36.5% |
| Participant deferral / active EE | $15,292 | $8,419+81.6% | $8,065+89.6% | $6,689+128.6% |
| Admin fee / account holder | $16 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |