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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 | $641,493 | $183,592+249.4% | $155,574+312.3% | $145,877+339.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.14% | 61.37%-43.2pp | 64.87%-46.7pp | 551.28%-533.1pp |
| Employer contribution / active EE | $1,375 | $5,317-74.1% | $4,676-70.6% | $4,663-70.5% |
| Participant deferral / active EE | $20,333 | $6,466+214.5% | $5,629+261.2% | $6,691+203.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |