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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 | $450,427 | $183,539+145.4% | $155,556+189.6% | $145,897+208.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 38.40% | 61.31%-22.9pp | 64.84%-26.4pp | 552.29%-513.9pp |
| Employer contribution / active EE | $1,560 | $5,315-70.6% | $4,675-66.6% | $4,663-66.5% |
| Participant deferral / active EE | $13,645 | $6,467+111.0% | $5,631+142.3% | $6,689+104.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |