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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 | $563,482 | $107,368+424.8% | $92,915+506.4% | $152,909+268.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 27.45% | 145.64%-118.2pp | 109.45%-82.0pp | 345.46%-318.0pp |
| Employer contribution / active EE | $6,196 | $4,222+46.7% | $3,653+69.6% | $4,764+30.1% |
| Participant deferral / active EE | $4,017 | $4,848-17.1% | $4,238-5.2% | $5,851-31.4% |
| Admin fee / account holder | $107 | $7,082-98.5% | $5,796-98.1% | $11,601-99.1% |