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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 | $863,486 | $175,259+392.7% | $149,723+476.7% | $139,487+519.0% |
| Participation rate | 90.5% | 83.4%+7.1pp | 78.8%+11.7pp | 80.3%+10.1pp |
| Annual return | 16.24% | 166.82%-150.6pp | 134.50%-118.3pp | 373.84%-357.6pp |
| Employer contribution / active EE | $37,549 | $5,478+585.4% | $4,821+678.8% | $4,755+689.7% |
| Participant deferral / active EE | $6,443 | $6,522-1.2% | $5,682+13.4% | $6,713-4.0% |
| Admin fee / account holder | $162 | $16,158-99.0% | $13,215-98.8% | $11,407-98.6% |