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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 | $351,414 | $232,540+51.1% | $185,117+89.8% | $147,586+138.1% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 12.50% | 43.03%-30.5pp | 40.50%-28.0pp | 578.59%-566.1pp |
| Employer contribution / active EE | $7,558 | $5,195+45.5% | $4,182+80.7% | $4,876+55.0% |
| Participant deferral / active EE | $10,550 | $5,834+80.9% | $5,045+109.1% | $5,439+94.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |