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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 | $558,156 | $183,592+204.0% | $155,567+258.8% | $145,959+282.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.85% | 61.24%-34.4pp | 64.74%-37.9pp | 561.95%-535.1pp |
| Employer contribution / active EE | $6,000 | $5,315+12.9% | $4,674+28.4% | $4,661+28.7% |
| Participant deferral / active EE | $27,980 | $6,464+332.8% | $5,628+397.2% | $6,689+318.3% |
| Admin fee / account holder | $91 | $19,318-99.5% | $15,916-99.4% | $13,398-99.3% |