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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 | $265,323 | $150,412+76.4% | $120,574+120.0% | $145,884+81.9% |
| Participation rate | 78.6% | 78.8%-0.2pp | 71.9%+6.6pp | 80.3%-1.7pp |
| Annual return | 15.37% | 154.50%-139.1pp | 107.42%-92.1pp | 551.85%-536.5pp |
| Employer contribution / active EE | $11,440 | $4,355+162.7% | $3,471+229.6% | $4,662+145.4% |
| Participant deferral / active EE | $18,723 | $6,175+203.2% | $4,996+274.8% | $6,690+179.9% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |