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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 | $490,891 | $208,088+135.9% | $186,193+163.6% | $154,746+217.2% |
| Participation rate | 83.3% | 80.0%+3.3pp | 77.1%+6.2pp | 80.7%+2.6pp |
| Annual return | 16.19% | 89.97%-73.8pp | 78.03%-61.8pp | 172.34%-156.1pp |
| Employer contribution / active EE | $19,302 | $4,340+344.7% | $3,918+392.6% | $4,379+340.8% |
| Participant deferral / active EE | $12,450 | $7,078+75.9% | $6,513+91.2% | $6,730+85.0% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |