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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 | $183,539+417.0% | $155,556+510.0% | $145,897+550.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.05% | 61.31%-40.3pp | 64.84%-43.8pp | 552.29%-531.2pp |
| Employer contribution / active EE | $48,594 | $5,315+814.2% | $4,675+939.3% | $4,663+942.2% |
| Participant deferral / active EE | $27,617 | $6,467+327.1% | $5,631+390.5% | $6,689+312.9% |
| Admin fee / account holder | $286 | $19,275-98.5% | $15,885-98.2% | $13,390-97.9% |