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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 | $568,731 | $165,361+243.9% | $149,715+279.9% | $158,950+257.8% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.2pp |
| Annual return | 15.40% | 348.24%-332.8pp | 276.66%-261.3pp | 302.91%-287.5pp |
| Employer contribution / active EE | $9,413 | $5,103+84.4% | $4,645+102.7% | $4,762+97.7% |
| Participant deferral / active EE | $10,092 | $7,182+40.5% | $6,842+47.5% | $5,983+68.7% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |