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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 | $436,026 | $183,539+137.6% | $155,556+180.3% | $145,897+198.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 26.56% | 61.31%-34.7pp | 64.84%-38.3pp | 552.29%-525.7pp |
| Employer contribution / active EE | $10,535 | $5,315+98.2% | $4,675+125.3% | $4,663+125.9% |
| Participant deferral / active EE | $9,200 | $6,467+42.3% | $5,631+63.4% | $6,689+37.5% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |