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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 | $160,070+363.2% | $147,117+404.0% | $145,897+408.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.33% | 98.69%-85.4pp | 420.54%-407.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $5,519 | $5,285+4.4% | $4,932+11.9% | $4,663+18.4% |
| Participant deferral / active EE | $17,965 | $8,419+113.4% | $8,065+122.8% | $6,689+168.6% |
| Admin fee / account holder | $19 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |