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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 | $539,417 | $217,432+148.1% | $185,849+190.2% | $167,536+222.0% |
| Participation rate | 90.0% | 86.1%+3.9pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 11.43% | 148.42%-137.0pp | 122.10%-110.7pp | 478.82%-467.4pp |
| Employer contribution / active EE | $13,818 | $5,875+135.2% | $5,169+167.4% | $4,839+185.6% |
| Participant deferral / active EE | $11,467 | $6,357+80.4% | $5,569+105.9% | $6,342+80.8% |
| Admin fee / account holder | $289 | $19,818-98.5% | $16,244-98.2% | $12,315-97.7% |