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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 | $499,481 | $107,368+365.2% | $92,915+437.6% | $152,909+226.7% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 21.55% | 145.64%-124.1pp | 109.45%-87.9pp | 345.46%-323.9pp |
| Employer contribution / active EE | $11,806 | $4,222+179.6% | $3,653+223.1% | $4,764+147.8% |
| Participant deferral / active EE | $10,995 | $4,848+126.8% | $4,238+159.4% | $5,851+87.9% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |