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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 | $519,263 | $185,830+179.4% | $170,004+205.4% | $139,427+272.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.14% | 60.52%-45.4pp | 53.39%-38.2pp | 373.27%-358.1pp |
| Employer contribution / active EE | $20,850 | $7,591+174.7% | $6,786+207.2% | $4,752+338.8% |
| Participant deferral / active EE | $19,189 | $11,622+65.1% | $10,408+84.4% | $6,711+185.9% |
| Admin fee / account holder | $12 | $15,381-99.9% | $12,816-99.9% | $11,404-99.9% |