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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 | $741,487 | $160,040+363.3% | $147,096+404.1% | $145,877+408.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.33% | 98.49%-85.2pp | 419.75%-406.4pp | 551.28%-538.0pp |
| Employer contribution / active EE | $5,519 | $5,289+4.3% | $4,936+11.8% | $4,663+18.4% |
| Participant deferral / active EE | $17,965 | $8,429+113.1% | $8,071+122.6% | $6,691+168.5% |
| Admin fee / account holder | $19 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |