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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 | $209,405+207.3% | $178,486+260.6% | $158,931+304.9% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 19.61% | 188.77%-169.2pp | 151.08%-131.5pp | 302.86%-283.2pp |
| Employer contribution / active EE | $8,618 | $5,707+51.0% | $5,011+72.0% | $4,761+81.0% |
| Participant deferral / active EE | $7,396 | $5,954+24.2% | $5,202+42.2% | $5,982+23.6% |
| Admin fee / account holder | $17 | $17,076-99.9% | $13,985-99.9% | $11,247-99.8% |