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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 | $390,636 | $183,592+112.8% | $155,574+151.1% | $145,877+167.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.50% | 61.37%-49.9pp | 64.87%-53.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $2,482 | $5,317-53.3% | $4,676-46.9% | $4,663-46.8% |
| Participant deferral / active EE | $15,287 | $6,466+136.4% | $5,629+171.6% | $6,691+128.5% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |