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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 | $1,235,560 | $125,193+886.9% | $105,591+1070.1% | $145,978+746.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 19.68% | 225.53%-205.9pp | 116.43%-96.7pp | 550.52%-530.8pp |
| Employer contribution / active EE | $5,424 | $3,718+45.9% | $3,166+71.3% | $4,662+16.3% |
| Participant deferral / active EE | $20,325 | $5,708+256.1% | $5,008+305.8% | $6,690+203.8% |
| Admin fee / account holder | $68 | $17,277-99.6% | $11,024-99.4% | $13,400-99.5% |