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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 | $528,060 | $160,028+230.0% | $147,080+259.0% | $145,884+262.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.51% | 98.60%-85.1pp | 420.17%-406.7pp | 551.85%-538.3pp |
| Employer contribution / active EE | $5,088 | $5,286-3.7% | $4,933+3.1% | $4,662+9.1% |
| Participant deferral / active EE | $25,772 | $8,422+206.0% | $8,066+219.5% | $6,690+285.3% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |