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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 | $695,609 | $159,934+334.9% | $147,005+373.2% | $145,959+376.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.28% | 98.24%-72.0pp | 418.76%-392.5pp | 561.95%-535.7pp |
| Employer contribution / active EE | $1,785 | $5,287-66.2% | $4,934-63.8% | $4,661-61.7% |
| Participant deferral / active EE | $4,375 | $8,427-48.1% | $8,070-45.8% | $6,689-34.6% |
| Admin fee / account holder | $33 | $15,053-99.8% | $13,006-99.7% | $13,398-99.8% |