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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 | $565,376 | $183,539+208.0% | $155,556+263.5% | $145,897+287.5% |
| Participation rate | 73.7% | 82.7%-9.0pp | 78.2%-4.5pp | 80.3%-6.6pp |
| Annual return | 15.23% | 61.31%-46.1pp | 64.84%-49.6pp | 552.29%-537.1pp |
| Employer contribution / active EE | $7,261 | $5,315+36.6% | $4,675+55.3% | $4,663+55.7% |
| Participant deferral / active EE | $8,871 | $6,467+37.2% | $5,631+57.5% | $6,689+32.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |