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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 | $498,217 | $160,070+211.2% | $147,117+238.7% | $145,897+241.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.42% | 98.69%-79.3pp | 420.54%-401.1pp | 552.29%-532.9pp |
| Employer contribution / active EE | $11,009 | $5,285+108.3% | $4,932+123.2% | $4,663+136.1% |
| Participant deferral / active EE | $11,289 | $8,419+34.1% | $8,065+40.0% | $6,689+68.8% |
| Admin fee / account holder | $84 | $15,035-99.4% | $12,993-99.4% | $13,390-99.4% |