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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 | $625,853 | $156,398+300.2% | $147,318+324.8% | $138,895+350.6% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 15.17% | 78.75%-63.6pp | 70.43%-55.3pp | 145.39%-130.2pp |
| Employer contribution / active EE | $14,325 | $4,853+195.2% | $4,593+211.9% | $4,194+241.5% |
| Participant deferral / active EE | $17,604 | $8,237+113.7% | $7,906+122.7% | $6,396+175.2% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |