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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 | $477,090 | $183,516+160.0% | $155,534+206.7% | $145,884+227.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 45.56% | 61.43%-15.9pp | 64.92%-19.4pp | 551.85%-506.3pp |
| Employer contribution / active EE | $16,619 | $5,315+212.7% | $4,675+255.5% | $4,662+256.5% |
| Participant deferral / active EE | $11,693 | $6,467+80.8% | $5,630+107.7% | $6,690+74.8% |
| Admin fee / account holder | $248 | $19,293-98.7% | $15,900-98.4% | $13,392-98.2% |