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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 | $258,066 | $183,627+40.5% | $155,602+65.8% | $145,978+76.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 16.73% | 61.32%-44.6pp | 64.81%-48.1pp | 550.52%-533.8pp |
| Employer contribution / active EE | $8,845 | $5,316+66.4% | $4,675+89.2% | $4,662+89.7% |
| Participant deferral / active EE | $8,559 | $6,466+32.4% | $5,629+52.1% | $6,690+27.9% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |