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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 | $844,251 | $160,070+427.4% | $147,117+473.9% | $145,897+478.7% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 14.71% | 98.69%-84.0pp | 420.54%-405.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $14,837 | $5,285+180.8% | $4,932+200.8% | $4,663+218.2% |
| Participant deferral / active EE | $18,392 | $8,419+118.4% | $8,065+128.1% | $6,689+174.9% |
| Admin fee / account holder | $28 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |