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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 | $892,606 | $202,342+341.1% | $172,752+416.7% | $152,897+483.8% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 21.39% | 1029.83%-1008.4pp | 802.97%-781.6pp | 345.43%-324.0pp |
| Employer contribution / active EE | $5,711 | $5,858-2.5% | $5,144+11.0% | $4,764+19.9% |
| Participant deferral / active EE | $5,688 | $5,948-4.4% | $5,198+9.4% | $5,851-2.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |