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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 | $610,544 | $183,539+232.7% | $155,556+292.5% | $145,897+318.5% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 12.37% | 61.31%-48.9pp | 64.84%-52.5pp | 552.29%-539.9pp |
| Employer contribution / active EE | $10,610 | $5,315+99.6% | $4,675+126.9% | $4,663+127.6% |
| Participant deferral / active EE | $8,198 | $6,467+26.8% | $5,631+45.6% | $6,689+22.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |