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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 | $417,138 | $227,633+83.2% | $189,597+120.0% | $167,553+149.0% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.4%+9.1pp | 82.1%+5.4pp |
| Annual return | 10.74% | 78.45%-67.7pp | 64.20%-53.5pp | 478.89%-468.2pp |
| Employer contribution / active EE | $12,033 | $5,317+126.3% | $4,412+172.7% | $4,840+148.6% |
| Participant deferral / active EE | $13,181 | $7,003+88.2% | $6,174+113.5% | $6,343+107.8% |
| Admin fee / account holder | $80 | $11,879-99.3% | $9,807-99.2% | $12,316-99.4% |