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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 | $887,799 | $183,539+383.7% | $155,556+470.7% | $145,897+508.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.87% | 61.31%-43.4pp | 64.84%-47.0pp | 552.29%-534.4pp |
| Employer contribution / active EE | $2,979 | $5,315-44.0% | $4,675-36.3% | $4,663-36.1% |
| Participant deferral / active EE | $26,750 | $6,467+313.6% | $5,631+375.1% | $6,689+299.9% |
| Admin fee / account holder | $31 | $19,275-99.8% | $15,885-99.8% | $13,390-99.8% |