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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 | $538,080 | $108,942+393.9% | $100,415+435.9% | $145,897+268.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.16% | 58.27%-48.1pp | 49.47%-39.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $8,009 | $4,422+81.1% | $3,943+103.1% | $4,663+71.8% |
| Participant deferral / active EE | $8,771 | $8,461+3.7% | $8,091+8.4% | $6,689+31.1% |
| Admin fee / account holder | $262 | $9,702-97.3% | $7,906-96.7% | $13,390-98.0% |