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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 | $449,573 | $202,463+122.1% | $169,397+165.4% | $139,487+222.3% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.2%+8.5pp | 80.3%+5.4pp |
| Annual return | 13.87% | 532.64%-518.8pp | 406.23%-392.4pp | 373.84%-360.0pp |
| Employer contribution / active EE | $4,563 | $4,694-2.8% | $4,013+13.7% | $4,755-4.0% |
| Participant deferral / active EE | $17,345 | $6,941+149.9% | $6,223+178.7% | $6,713+158.4% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |