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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 | $440,113 | $150,445+192.5% | $136,297+222.9% | $147,585+198.2% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 13.55% | 1049.14%-1035.6pp | 5156.16%-5142.6pp | 578.57%-565.0pp |
| Employer contribution / active EE | $17,466 | $5,256+232.3% | $4,696+272.0% | $4,876+258.2% |
| Participant deferral / active EE | $15,534 | $6,631+134.3% | $6,247+148.7% | $5,439+185.6% |
| Admin fee / account holder | $37 | $10,906-99.7% | $9,244-99.6% | $10,885-99.7% |