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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 | $963,165 | $183,516+424.8% | $155,534+519.3% | $145,884+560.2% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 15.90% | 61.43%-45.5pp | 64.92%-49.0pp | 551.85%-535.9pp |
| Employer contribution / active EE | $9,500 | $5,315+78.8% | $4,675+103.2% | $4,662+103.8% |
| Participant deferral / active EE | $14,796 | $6,467+128.8% | $5,630+162.8% | $6,690+121.2% |
| Admin fee / account holder | $203 | $19,293-98.9% | $15,900-98.7% | $13,392-98.5% |