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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 | $287,842 | $183,592+56.8% | $155,574+85.0% | $145,877+97.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 15.37% | 61.37%-46.0pp | 64.87%-49.5pp | 551.28%-535.9pp |
| Employer contribution / active EE | $6,629 | $5,317+24.7% | $4,676+41.8% | $4,663+42.2% |
| Participant deferral / active EE | $4,503 | $6,466-30.4% | $5,629-20.0% | $6,691-32.7% |
| Admin fee / account holder | $17 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |