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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 | $436,689 | $198,457+120.0% | $170,435+156.2% | $147,586+195.9% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 16.63% | 257.30%-240.7pp | 205.94%-189.3pp | 578.59%-562.0pp |
| Employer contribution / active EE | $10,908 | $6,183+76.4% | $5,432+100.8% | $4,876+123.7% |
| Participant deferral / active EE | $12,053 | $5,629+114.1% | $4,939+144.0% | $5,439+121.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |