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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 | $518,067 | $183,516+182.3% | $155,534+233.1% | $145,884+255.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.58% | 61.43%-33.8pp | 64.92%-37.3pp | 551.85%-524.3pp |
| Employer contribution / active EE | $7,587 | $5,315+42.8% | $4,675+62.3% | $4,662+62.7% |
| Participant deferral / active EE | $6,039 | $6,467-6.6% | $5,630+7.3% | $6,690-9.7% |
| Admin fee / account holder | $1 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |