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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 | $537,089 | $160,070+235.5% | $147,117+265.1% | $145,897+268.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.83% | 98.69%-84.9pp | 420.54%-406.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $11,955 | $5,285+126.2% | $4,932+142.4% | $4,663+156.4% |
| Participant deferral / active EE | $17,191 | $8,419+104.2% | $8,065+113.2% | $6,689+157.0% |
| Admin fee / account holder | $73 | $15,035-99.5% | $12,993-99.4% | $13,390-99.5% |