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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 | $604,521 | $183,592+229.3% | $155,574+288.6% | $145,877+314.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.65% | 61.37%-49.7pp | 64.87%-53.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $5,202 | $5,317-2.2% | $4,676+11.3% | $4,663+11.6% |
| Participant deferral / active EE | $19,449 | $6,466+200.8% | $5,629+245.5% | $6,691+190.7% |
| Admin fee / account holder | $104 | $19,316-99.5% | $15,914-99.3% | $13,402-99.2% |