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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 | $656,898 | $166,268+295.1% | $165,100+297.9% | $145,897+350.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 27.32% | 100.52%-73.2pp | 70.21%-42.9pp | 552.29%-525.0pp |
| Employer contribution / active EE | $12,286 | $5,284+132.5% | $4,348+182.6% | $4,663+163.5% |
| Participant deferral / active EE | $11,128 | $6,964+59.8% | $6,035+84.4% | $6,689+66.3% |
| Admin fee / account holder | $4 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |