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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 | $470,325 | $166,089+183.2% | $164,928+185.2% | $145,978+222.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 10.18% | 100.26%-90.1pp | 70.08%-59.9pp | 550.52%-540.3pp |
| Employer contribution / active EE | $25,471 | $5,276+382.8% | $4,343+486.4% | $4,662+446.4% |
| Participant deferral / active EE | $14,924 | $6,961+114.4% | $6,034+147.4% | $6,690+123.1% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |