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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 | $160,028+334.7% | $147,080+372.9% | $145,884+376.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.28% | 98.60%-72.3pp | 420.17%-393.9pp | 551.85%-525.6pp |
| Employer contribution / active EE | $1,785 | $5,286-66.2% | $4,933-63.8% | $4,662-61.7% |
| Participant deferral / active EE | $4,375 | $8,422-48.1% | $8,066-45.8% | $6,690-34.6% |
| Admin fee / account holder | $33 | $15,030-99.8% | $12,989-99.7% | $13,392-99.8% |