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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 | $614,646 | $160,028+284.1% | $147,080+317.9% | $145,884+321.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 23.32% | 98.60%-75.3pp | 420.17%-396.8pp | 551.85%-528.5pp |
| Employer contribution / active EE | $19,643 | $5,286+271.6% | $4,933+298.2% | $4,662+321.3% |
| Participant deferral / active EE | $12,200 | $8,422+44.9% | $8,066+51.2% | $6,690+82.4% |
| Admin fee / account holder | $121 | $15,030-99.2% | $12,989-99.1% | $13,392-99.1% |