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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 | $441,078 | $174,379+152.9% | $152,093+190.0% | $138,895+217.6% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 39.95% | 74.86%-34.9pp | 66.36%-26.4pp | 145.39%-105.4pp |
| Employer contribution / active EE | $10,780 | $4,652+131.7% | $4,175+158.2% | $4,194+157.0% |
| Participant deferral / active EE | $11,000 | $6,159+78.6% | $5,451+101.8% | $6,396+72.0% |
| Admin fee / account holder | $2 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |