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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 | $582,023 | $112,933+415.4% | $90,970+539.8% | $158,982+266.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.05% | 215.82%-198.8pp | 134.60%-117.5pp | 302.99%-285.9pp |
| Employer contribution / active EE | $12,234 | $2,893+322.8% | $2,122+476.6% | $4,763+156.9% |
| Participant deferral / active EE | $9,054 | $4,128+119.4% | $3,373+168.4% | $5,983+51.3% |
| Admin fee / account holder | $177 | $8,047-97.8% | $5,961-97.0% | $11,252-98.4% |