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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 | $526,011 | $183,592+186.5% | $155,574+238.1% | $145,877+260.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 16.29% | 61.37%-45.1pp | 64.87%-48.6pp | 551.28%-535.0pp |
| Employer contribution / active EE | $12,805 | $5,317+140.8% | $4,676+173.9% | $4,663+174.6% |
| Participant deferral / active EE | $10,595 | $6,466+63.9% | $5,629+88.2% | $6,691+58.4% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |