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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 | $108,922+394.0% | $100,398+435.9% | $145,978+268.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.16% | 58.04%-47.9pp | 49.32%-39.2pp | 550.52%-540.4pp |
| Employer contribution / active EE | $8,009 | $4,426+81.0% | $3,946+103.0% | $4,662+71.8% |
| Participant deferral / active EE | $8,771 | $8,450+3.8% | $8,084+8.5% | $6,690+31.1% |
| Admin fee / account holder | $262 | $9,680-97.3% | $7,893-96.7% | $13,400-98.0% |