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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 | $643,556 | $209,422+207.3% | $178,503+260.5% | $158,982+304.8% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 19.61% | 188.81%-169.2pp | 151.12%-131.5pp | 302.99%-283.4pp |
| Employer contribution / active EE | $8,618 | $5,707+51.0% | $5,011+72.0% | $4,763+80.9% |
| Participant deferral / active EE | $7,396 | $5,955+24.2% | $5,202+42.2% | $5,983+23.6% |
| Admin fee / account holder | $17 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |