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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 | $499,423 | $183,516+172.1% | $155,534+221.1% | $145,884+242.3% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 13.30% | 61.43%-48.1pp | 64.92%-51.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $9,733 | $5,315+83.1% | $4,675+108.2% | $4,662+108.8% |
| Participant deferral / active EE | $10,552 | $6,467+63.2% | $5,630+87.4% | $6,690+57.7% |
| Admin fee / account holder | $4 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |