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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 | $583,022 | $107,941+440.1% | $91,994+533.8% | $152,909+281.3% |
| Participation rate | 88.9% | 81.2%+7.7pp | 78.6%+10.3pp | 82.5%+6.4pp |
| Annual return | 34.69% | 89.28%-54.6pp | 69.04%-34.3pp | 345.46%-310.8pp |
| Employer contribution / active EE | $20,919 | $4,212+396.7% | $3,453+505.9% | $4,764+339.1% |
| Participant deferral / active EE | $13,839 | $6,366+117.4% | $5,924+133.6% | $5,851+136.5% |
| Admin fee / account holder | $26 | $10,521-99.8% | $7,744-99.7% | $11,601-99.8% |