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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 | $601,604 | $148,582+304.9% | $135,942+342.5% | $139,456+331.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.38% | 79.26%-62.9pp | 68.28%-51.9pp | 373.45%-357.1pp |
| Employer contribution / active EE | $20,514 | $5,245+291.1% | $4,858+322.3% | $4,753+331.6% |
| Participant deferral / active EE | $14,137 | $8,101+74.5% | $7,759+82.2% | $6,711+110.6% |
| Admin fee / account holder | $23 | $12,402-99.8% | $10,764-99.8% | $11,407-99.8% |