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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 | $382,283 | $227,291+68.2% | $214,702+78.1% | $155,188+146.3% |
| Participation rate | 90.9% | 88.0%+2.9pp | 87.5%+3.4pp | 80.8%+10.1pp |
| Annual return | 20.93% | 60.08%-39.1pp | 54.55%-33.6pp | 148.84%-127.9pp |
| Employer contribution / active EE | $30,514 | $6,772+350.6% | $6,461+372.3% | $4,248+618.3% |
| Participant deferral / active EE | $16,400 | $9,582+71.2% | $9,147+79.3% | $6,531+151.1% |
| Admin fee / account holder | $5 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |