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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 | $737,090 | $148,623+395.9% | $135,974+442.1% | $139,466+428.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.49% | 79.30%-59.8pp | 68.30%-48.8pp | 373.66%-354.2pp |
| Employer contribution / active EE | $7,918 | $5,246+50.9% | $4,859+63.0% | $4,754+66.5% |
| Participant deferral / active EE | $8,758 | $8,103+8.1% | $7,760+12.9% | $6,712+30.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |