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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 | $587,224 | $183,592+219.9% | $155,574+277.5% | $145,877+302.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.91% | 61.37%-44.5pp | 64.87%-48.0pp | 551.28%-534.4pp |
| Employer contribution / active EE | $12,000 | $5,317+125.7% | $4,676+156.6% | $4,663+157.4% |
| Participant deferral / active EE | $19,679 | $6,466+204.4% | $5,629+249.6% | $6,691+194.1% |
| Admin fee / account holder | $143 | $19,316-99.3% | $15,914-99.1% | $13,402-98.9% |