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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 | $209,336+82.6% | $197,124+93.9% | $137,256+178.5% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 20.93% | 48.09%-27.2pp | 44.34%-23.4pp | 220.34%-199.4pp |
| Employer contribution / active EE | $30,514 | $6,591+363.0% | $6,227+390.0% | $4,156+634.2% |
| Participant deferral / active EE | $16,400 | $9,614+70.6% | $9,135+79.5% | $6,407+156.0% |
| Admin fee / account holder | $5 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |