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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 | $508,797 | $166,131+206.3% | $164,975+208.4% | $145,877+248.8% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 15.85% | 100.37%-84.5pp | 70.12%-54.3pp | 551.28%-535.4pp |
| Employer contribution / active EE | $14,604 | $5,276+176.8% | $4,343+236.3% | $4,663+213.2% |
| Participant deferral / active EE | $8,175 | $6,962+17.4% | $6,033+35.5% | $6,691+22.2% |
| Admin fee / account holder | $104 | $16,648-99.4% | $12,688-99.2% | $13,402-99.2% |