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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 | $183,516+383.8% | $155,534+470.8% | $145,884+508.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.87% | 61.43%-43.6pp | 64.92%-47.0pp | 551.85%-534.0pp |
| Employer contribution / active EE | $2,979 | $5,315-43.9% | $4,675-36.3% | $4,662-36.1% |
| Participant deferral / active EE | $26,750 | $6,467+313.7% | $5,630+375.1% | $6,690+299.9% |
| Admin fee / account holder | $31 | $19,293-99.8% | $15,900-99.8% | $13,392-99.8% |