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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 | $166,268+206.0% | $165,100+208.2% | $145,897+248.7% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 15.85% | 100.52%-84.7pp | 70.21%-54.4pp | 552.29%-536.4pp |
| Employer contribution / active EE | $14,604 | $5,284+176.4% | $4,348+235.9% | $4,663+213.2% |
| Participant deferral / active EE | $8,175 | $6,964+17.4% | $6,035+35.5% | $6,689+22.2% |
| Admin fee / account holder | $104 | $16,659-99.4% | $12,696-99.2% | $13,390-99.2% |