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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 | $658,303 | $209,336+214.5% | $197,124+234.0% | $137,256+379.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 158.28% | 48.09%+110.2pp | 44.34%+113.9pp | 220.34%-62.1pp |
| Employer contribution / active EE | $24,034 | $6,591+264.7% | $6,227+285.9% | $4,156+478.3% |
| Participant deferral / active EE | $17,156 | $9,614+78.4% | $9,135+87.8% | $6,407+167.8% |
| Admin fee / account holder | $54 | $17,308-99.7% | $16,298-99.7% | $12,270-99.6% |