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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 | $521,246 | $183,592+183.9% | $155,574+235.0% | $145,877+257.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.18% | 61.37%-48.2pp | 64.87%-51.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $7,434 | $5,317+39.8% | $4,676+59.0% | $4,663+59.4% |
| Participant deferral / active EE | $3,830 | $6,466-40.8% | $5,629-32.0% | $6,691-42.8% |
| Admin fee / account holder | $3 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |