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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 | $108,897+394.1% | $100,378+436.1% | $145,877+268.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.16% | 58.17%-48.0pp | 49.41%-39.3pp | 551.28%-541.1pp |
| Employer contribution / active EE | $8,009 | $4,420+81.2% | $3,942+103.2% | $4,663+71.8% |
| Participant deferral / active EE | $8,771 | $8,455+3.7% | $8,087+8.5% | $6,691+31.1% |
| Admin fee / account holder | $262 | $9,690-97.3% | $7,899-96.7% | $13,402-98.0% |