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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 | $952,818 | $142,354+569.3% | $125,529+659.0% | $155,188+514.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 16.90% | 306.06%-289.2pp | 202.56%-185.7pp | 148.84%-131.9pp |
| Employer contribution / active EE | $5,633 | $3,501+60.9% | $3,058+84.2% | $4,248+32.6% |
| Participant deferral / active EE | $11,468 | $5,491+108.8% | $4,813+138.3% | $6,531+75.6% |
| Admin fee / account holder | $58 | $19,392-99.7% | $16,298-99.6% | $14,480-99.6% |