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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 | $967,037 | $217,432+344.8% | $185,851+420.3% | $167,553+477.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.60% | 148.43%-133.8pp | 122.11%-107.5pp | 478.89%-464.3pp |
| Employer contribution / active EE | $39,226 | $5,874+567.7% | $5,168+658.9% | $4,840+710.5% |
| Participant deferral / active EE | $26,000 | $6,357+309.0% | $5,569+366.9% | $6,343+309.9% |
| Admin fee / account holder | $151 | $19,820-99.2% | $16,245-99.1% | $12,316-98.8% |