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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 | $593,170 | $209,425+183.2% | $178,499+232.3% | $158,966+273.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.59% | 188.80%-168.2pp | 151.10%-130.5pp | 302.95%-282.4pp |
| Employer contribution / active EE | $19,621 | $5,707+243.8% | $5,011+291.5% | $4,762+312.0% |
| Participant deferral / active EE | $12,654 | $5,955+112.5% | $5,202+143.2% | $5,983+111.5% |
| Admin fee / account holder | $221 | $17,078-98.7% | $13,986-98.4% | $11,250-98.0% |