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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 | $514,789 | $154,209+233.8% | $130,062+295.8% | $139,487+269.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.27% | 32.52%-15.3pp | -137.37%+154.6pp | 373.84%-356.6pp |
| Employer contribution / active EE | $6,397 | $5,292+20.9% | $4,322+48.0% | $4,755+34.5% |
| Participant deferral / active EE | $4,933 | $6,709-26.5% | $5,821-15.2% | $6,713-26.5% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |