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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 | $462,101 | $217,432+112.5% | $185,851+148.6% | $167,553+175.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.10% | 148.43%-134.3pp | 122.11%-108.0pp | 478.89%-464.8pp |
| Employer contribution / active EE | $14,223 | $5,874+142.1% | $5,168+175.2% | $4,840+193.9% |
| Participant deferral / active EE | $17,847 | $6,357+180.7% | $5,569+220.5% | $6,343+181.4% |
| Admin fee / account holder | $129 | $19,820-99.3% | $16,245-99.2% | $12,316-99.0% |