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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 | $504,143 | $160,070+215.0% | $147,117+242.7% | $145,897+245.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.45% | 98.69%-77.2pp | 420.54%-399.1pp | 552.29%-530.8pp |
| Employer contribution / active EE | $3,950 | $5,285-25.3% | $4,932-19.9% | $4,663-15.3% |
| Participant deferral / active EE | $18,775 | $8,419+123.0% | $8,065+132.8% | $6,689+180.7% |
| Admin fee / account holder | $20 | $15,035-99.9% | $12,993-99.8% | $13,390-99.9% |