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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 | $739,743 | $160,028+362.3% | $147,080+403.0% | $145,884+407.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.15% | 98.60%-84.4pp | 420.17%-406.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $17,481 | $5,286+230.7% | $4,933+254.3% | $4,662+274.9% |
| Participant deferral / active EE | $19,083 | $8,422+126.6% | $8,066+136.6% | $6,690+185.3% |
| Admin fee / account holder | $21 | $15,030-99.9% | $12,989-99.8% | $13,392-99.8% |