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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 | $406,329 | $166,268+144.4% | $165,100+146.1% | $145,897+178.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 15.12% | 100.52%-85.4pp | 70.21%-55.1pp | 552.29%-537.2pp |
| Employer contribution / active EE | $10,676 | $5,284+102.0% | $4,348+145.5% | $4,663+129.0% |
| Participant deferral / active EE | $11,140 | $6,964+60.0% | $6,035+84.6% | $6,689+66.5% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |