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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 | $584,637 | $132,634+340.8% | $115,768+405.0% | $137,256+325.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.28% | 160.70%-148.4pp | 100.46%-88.2pp | 220.34%-208.1pp |
| Employer contribution / active EE | $7,263 | $3,360+116.2% | $2,940+147.1% | $4,156+74.8% |
| Participant deferral / active EE | $10,968 | $5,619+95.2% | $4,917+123.1% | $6,407+71.2% |
| Admin fee / account holder | $9 | $15,028-99.9% | $12,439-99.9% | $12,270-99.9% |