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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 | $499,278 | $209,425+138.4% | $178,499+179.7% | $158,966+214.1% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 9.28% | 188.80%-179.5pp | 151.10%-141.8pp | 302.95%-293.7pp |
| Employer contribution / active EE | $10,326 | $5,707+80.9% | $5,011+106.1% | $4,762+116.8% |
| Participant deferral / active EE | $7,965 | $5,955+33.8% | $5,202+53.1% | $5,983+33.1% |
| Admin fee / account holder | $52 | $17,078-99.7% | $13,986-99.6% | $11,250-99.5% |