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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 | $585,003 | $166,268+251.8% | $165,100+254.3% | $145,897+301.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 9.22% | 100.52%-91.3pp | 70.21%-61.0pp | 552.29%-543.1pp |
| Employer contribution / active EE | $7,898 | $5,284+49.5% | $4,348+81.6% | $4,663+69.4% |
| Participant deferral / active EE | $8,137 | $6,964+16.8% | $6,035+34.8% | $6,689+21.6% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |