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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 | $999,772 | $159,934+525.1% | $147,005+580.1% | $145,959+585.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 31.77% | 98.24%-66.5pp | 418.76%-387.0pp | 561.95%-530.2pp |
| Employer contribution / active EE | $11,259 | $5,287+112.9% | $4,934+128.2% | $4,661+141.6% |
| Participant deferral / active EE | $16,642 | $8,427+97.5% | $8,070+106.2% | $6,689+148.8% |
| Admin fee / account holder | $17 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |