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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 | $879,567 | $168,635+421.6% | $147,617+495.8% | $125,389+601.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 12.02% | 77.65%-65.6pp | 61.98%-50.0pp | 282.24%-270.2pp |
| Employer contribution / active EE | $17,798 | $6,252+184.7% | $5,564+219.8% | $4,866+265.7% |
| Participant deferral / active EE | $12,574 | $5,507+128.3% | $4,895+156.8% | $5,352+134.9% |
| Admin fee / account holder | $193 | $13,580-98.6% | $11,612-98.3% | $9,541-98.0% |