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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 | $727,936 | $160,070+354.8% | $147,117+394.8% | $145,897+398.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.19% | 98.69%-84.5pp | 420.54%-406.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $2,715 | $5,285-48.6% | $4,932-45.0% | $4,663-41.8% |
| Participant deferral / active EE | $17,610 | $8,419+109.2% | $8,065+118.4% | $6,689+163.3% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |