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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 | $632,019 | $102,638+515.8% | $81,982+670.9% | $158,982+297.5% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.3%+5.7pp | 82.0%-7.0pp |
| Annual return | 14.79% | 61.05%-46.3pp | 41.31%-26.5pp | 302.99%-288.2pp |
| Employer contribution / active EE | $9,873 | $3,241+204.6% | $2,498+295.2% | $4,763+107.3% |
| Participant deferral / active EE | $5,100 | $4,649+9.7% | $3,722+37.0% | $5,983-14.8% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |