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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 | $470,454 | $140,592+234.6% | $123,105+282.2% | $125,389+275.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 206.35% | 16.80%+189.6pp | 13.22%+193.1pp | 282.24%-75.9pp |
| Employer contribution / active EE | $23,899 | $6,041+295.6% | $5,151+364.0% | $4,866+391.1% |
| Participant deferral / active EE | $47,000 | $6,980+573.3% | $6,229+654.5% | $5,352+778.2% |
| Admin fee / account holder | $129 | $11,198-98.9% | $9,014-98.6% | $9,541-98.7% |