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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 | $823,491 | $183,516+348.7% | $155,534+429.5% | $145,884+464.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.10% | 61.43%-49.3pp | 64.92%-52.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $39,939 | $5,315+651.5% | $4,675+754.4% | $4,662+756.6% |
| Participant deferral / active EE | $23,056 | $6,467+256.5% | $5,630+309.5% | $6,690+244.7% |
| Admin fee / account holder | $21 | $19,293-99.9% | $15,900-99.9% | $13,392-99.8% |