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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 | $591,752 | $227,399+160.2% | $189,758+211.8% | $198,609+197.9% |
| Participation rate | 93.3% | 84.0%+9.3pp | 79.8%+13.5pp | 82.4%+11.0pp |
| Annual return | 17.09% | 61.03%-43.9pp | 52.62%-35.5pp | 202.70%-185.6pp |
| Employer contribution / active EE | $9,803 | $5,526+77.4% | $4,767+105.7% | $5,055+93.9% |
| Participant deferral / active EE | $9,248 | $6,837+35.3% | $5,856+57.9% | $6,977+32.6% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |