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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 | $588,263 | $209,422+180.9% | $178,503+229.6% | $158,982+270.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.40% | 188.81%-172.4pp | 151.12%-134.7pp | 302.99%-286.6pp |
| Employer contribution / active EE | $8,667 | $5,707+51.9% | $5,011+72.9% | $4,763+82.0% |
| Participant deferral / active EE | $8,228 | $5,955+38.2% | $5,202+58.2% | $5,983+37.5% |
| Admin fee / account holder | $83 | $17,079-99.5% | $13,987-99.4% | $11,252-99.3% |