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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 | $393,606 | $160,028+146.0% | $147,080+167.6% | $145,884+169.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.64% | 98.60%-79.0pp | 420.17%-400.5pp | 551.85%-532.2pp |
| Employer contribution / active EE | $6,264 | $5,286+18.5% | $4,933+27.0% | $4,662+34.3% |
| Participant deferral / active EE | $24,497 | $8,422+190.9% | $8,066+203.7% | $6,690+266.2% |
| Admin fee / account holder | $13 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |