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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% | $155,574+258.8% | $145,877+282.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.85% | 61.37%-34.5pp | 64.87%-38.0pp | 551.28%-524.4pp |
| Employer contribution / active EE | $6,000 | $5,317+12.9% | $4,676+28.3% | $4,663+28.7% |
| Participant deferral / active EE | $27,980 | $6,466+332.7% | $5,629+397.0% | $6,691+318.2% |
| Admin fee / account holder | $91 | $19,316-99.5% | $15,914-99.4% | $13,402-99.3% |