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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 | $597,968 | $183,592+225.7% | $155,574+284.4% | $145,877+309.9% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 19.86% | 61.37%-41.5pp | 64.87%-45.0pp | 551.28%-531.4pp |
| Employer contribution / active EE | $8,974 | $5,317+68.8% | $4,676+91.9% | $4,663+92.5% |
| Participant deferral / active EE | $4,847 | $6,466-25.0% | $5,629-13.9% | $6,691-27.6% |
| Admin fee / account holder | $12 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |