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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 | $261,620 | $209,847+24.7% | $189,520+38.0% | $167,518+56.2% |
| Participation rate | 90.9% | 88.7%+2.2pp | 87.8%+3.1pp | 82.1%+8.8pp |
| Annual return | 14.99% | 748.45%-733.5pp | 555.25%-540.3pp | 478.71%-463.7pp |
| Employer contribution / active EE | $10,048 | $6,913+45.3% | $6,161+63.1% | $4,838+107.7% |
| Participant deferral / active EE | $10,390 | $8,934+16.3% | $8,220+26.4% | $6,342+63.8% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |