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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 | $875,467 | $159,934+447.4% | $147,005+495.5% | $145,959+499.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.81% | 98.24%-82.4pp | 418.76%-403.0pp | 561.95%-546.1pp |
| Employer contribution / active EE | $23,187 | $5,287+338.5% | $4,934+369.9% | $4,661+397.5% |
| Participant deferral / active EE | $30,375 | $8,427+260.4% | $8,070+276.4% | $6,689+354.1% |
| Admin fee / account holder | $18 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |