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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 | $1,320,756 | $160,070+725.1% | $147,117+797.8% | $145,897+805.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.07% | 98.69%-72.6pp | 420.54%-394.5pp | 552.29%-526.2pp |
| Employer contribution / active EE | $1,200 | $5,285-77.3% | $4,932-75.7% | $4,663-74.3% |
| Participant deferral / active EE | $15,250 | $8,419+81.1% | $8,065+89.1% | $6,689+128.0% |
| Admin fee / account holder | $52 | $15,035-99.7% | $12,993-99.6% | $13,390-99.6% |