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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 | $611,411 | $134,817+353.5% | $123,973+393.2% | $155,188+294.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.7%+3.3pp | 80.8%-0.8pp |
| Annual return | 19.51% | 515.49%-496.0pp | 388.13%-368.6pp | 148.84%-129.3pp |
| Employer contribution / active EE | $4,050 | $4,425-8.5% | $4,126-1.8% | $4,248-4.7% |
| Participant deferral / active EE | $6,025 | $5,706+5.6% | $5,247+14.8% | $6,531-7.7% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |