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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 | $957,591 | $157,296+508.8% | $141,191+578.2% | $152,897+526.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.73% | 64.34%-44.6pp | 71.41%-51.7pp | 345.43%-325.7pp |
| Employer contribution / active EE | $5,000 | $5,262-5.0% | $4,736+5.6% | $4,764+5.0% |
| Participant deferral / active EE | $16,000 | $7,111+125.0% | $6,710+138.4% | $5,851+173.5% |
| Admin fee / account holder | $92 | $12,125-99.2% | $10,264-99.1% | $11,599-99.2% |