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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 | $166,131+295.4% | $164,975+298.2% | $145,877+350.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 27.32% | 100.37%-73.0pp | 70.12%-42.8pp | 551.28%-524.0pp |
| Employer contribution / active EE | $12,286 | $5,276+132.9% | $4,343+182.9% | $4,663+163.5% |
| Participant deferral / active EE | $11,128 | $6,962+59.8% | $6,033+84.4% | $6,691+66.3% |
| Admin fee / account holder | $4 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |