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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 | $948,925 | $183,592+416.9% | $155,574+510.0% | $145,877+550.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.05% | 61.37%-40.3pp | 64.87%-43.8pp | 551.28%-530.2pp |
| Employer contribution / active EE | $48,594 | $5,317+814.0% | $4,676+939.3% | $4,663+942.1% |
| Participant deferral / active EE | $27,617 | $6,466+327.1% | $5,629+390.6% | $6,691+312.8% |
| Admin fee / account holder | $286 | $19,316-98.5% | $15,914-98.2% | $13,402-97.9% |