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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 | $418,716 | $183,592+128.1% | $155,567+169.2% | $145,959+186.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.98% | 61.24%-46.3pp | 64.74%-49.8pp | 561.95%-547.0pp |
| Employer contribution / active EE | $13,348 | $5,315+151.1% | $4,674+185.6% | $4,661+186.4% |
| Participant deferral / active EE | $12,562 | $6,464+94.3% | $5,628+123.2% | $6,689+87.8% |
| Admin fee / account holder | $156 | $19,318-99.2% | $15,916-99.0% | $13,398-98.8% |