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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 | $951,163 | $111,535+752.8% | $105,223+803.9% | $137,256+593.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 20.57% | 237.85%-217.3pp | 180.65%-160.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $23,865 | $3,939+505.8% | $3,689+547.0% | $4,156+474.2% |
| Participant deferral / active EE | $11,012 | $5,500+100.2% | $5,072+117.1% | $6,407+71.9% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |