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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 | $544,819 | $183,988+196.1% | $162,177+235.9% | $152,897+256.3% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.5%+2.2pp |
| Annual return | 25.18% | 150.79%-125.6pp | 115.60%-90.4pp | 345.43%-320.2pp |
| Employer contribution / active EE | $8,754 | $6,370+37.4% | $5,613+56.0% | $4,764+83.8% |
| Participant deferral / active EE | $10,626 | $8,032+32.3% | $7,297+45.6% | $5,851+81.6% |
| Admin fee / account holder | $27 | $13,123-99.8% | $10,843-99.7% | $11,599-99.8% |