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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 | $700,152 | $107,368+552.1% | $92,915+653.5% | $152,909+357.9% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 20.90% | 145.64%-124.7pp | 109.45%-88.6pp | 345.46%-324.6pp |
| Employer contribution / active EE | $21,177 | $4,222+401.5% | $3,653+479.6% | $4,764+344.5% |
| Participant deferral / active EE | $6,084 | $4,848+25.5% | $4,238+43.6% | $5,851+4.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |