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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 | $831,871 | $159,934+420.1% | $147,005+465.9% | $145,959+469.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.62% | 98.24%-72.6pp | 418.76%-393.1pp | 561.95%-536.3pp |
| Employer contribution / active EE | $12,834 | $5,287+142.7% | $4,934+160.1% | $4,661+175.4% |
| Participant deferral / active EE | $8,021 | $8,427-4.8% | $8,070-0.6% | $6,689+19.9% |
| Admin fee / account holder | $278 | $15,053-98.2% | $13,006-97.9% | $13,398-97.9% |