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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 | $526,323 | $183,592+186.7% | $155,574+238.3% | $145,877+260.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 16.16% | 61.37%-45.2pp | 64.87%-48.7pp | 551.28%-535.1pp |
| Employer contribution / active EE | $4,671 | $5,317-12.1% | $4,676-0.1% | $4,663+0.2% |
| Participant deferral / active EE | $5,958 | $6,466-7.9% | $5,629+5.8% | $6,691-10.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |