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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 | $918,559 | $148,623+518.0% | $135,974+575.5% | $139,466+558.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.03% | 79.30%-62.3pp | 68.30%-51.3pp | 373.66%-356.6pp |
| Employer contribution / active EE | $20,642 | $5,246+293.5% | $4,859+324.8% | $4,754+334.2% |
| Participant deferral / active EE | $14,387 | $8,103+77.6% | $7,760+85.4% | $6,712+114.3% |
| Admin fee / account holder | $157 | $12,406-98.7% | $10,767-98.5% | $11,409-98.6% |