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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 | $495,424 | $201,259+146.2% | $184,200+169.0% | $145,959+239.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 66.18% | 28.98%+37.2pp | 28.80%+37.4pp | 561.95%-495.8pp |
| Employer contribution / active EE | $4,222 | $7,018-39.8% | $6,424-34.3% | $4,661-9.4% |
| Participant deferral / active EE | $12,112 | $9,806+23.5% | $9,132+32.6% | $6,689+81.1% |
| Admin fee / account holder | $18 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |