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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 | $954,538 | $111,535+755.8% | $105,223+807.2% | $137,256+595.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 11.70% | 237.85%-226.2pp | 180.65%-168.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $27,483 | $3,939+597.6% | $3,689+645.1% | $4,156+561.3% |
| Participant deferral / active EE | $15,581 | $5,500+183.3% | $5,072+207.2% | $6,407+143.2% |
| Admin fee / account holder | $66 | $9,721-99.3% | $8,859-99.3% | $12,270-99.5% |