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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 | $165,399+243.9% | $149,745+279.8% | $158,982+257.7% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.2pp |
| Annual return | 15.40% | 348.34%-332.9pp | 276.72%-261.3pp | 302.99%-287.6pp |
| Employer contribution / active EE | $9,413 | $5,105+84.4% | $4,646+102.6% | $4,763+97.6% |
| Participant deferral / active EE | $10,092 | $7,183+40.5% | $6,843+47.5% | $5,983+68.7% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |