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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 | $488,136 | $183,592+165.9% | $155,574+213.8% | $145,877+234.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.06% | 61.37%-50.3pp | 64.87%-53.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $12,614 | $5,317+137.3% | $4,676+169.8% | $4,663+170.5% |
| Participant deferral / active EE | $2,155 | $6,466-66.7% | $5,629-61.7% | $6,691-67.8% |
| Admin fee / account holder | $10 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |