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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 | $166,242+251.9% | $165,071+254.4% | $145,884+301.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 9.22% | 100.44%-91.2pp | 70.17%-61.0pp | 551.85%-542.6pp |
| Employer contribution / active EE | $7,898 | $5,283+49.5% | $4,347+81.7% | $4,662+69.4% |
| Participant deferral / active EE | $8,137 | $6,964+16.8% | $6,035+34.8% | $6,690+21.6% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |