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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 | $560,086 | $169,336+230.8% | $129,384+332.9% | $145,884+283.9% |
| Participation rate | 72.7% | 76.5%-3.8pp | 69.6%+3.1pp | 80.3%-7.6pp |
| Annual return | 12.67% | 14408.70%-14396.0pp | 9461.77%-9449.1pp | 551.85%-539.2pp |
| Employer contribution / active EE | $23,131 | $5,540+317.5% | $4,153+456.9% | $4,662+396.1% |
| Participant deferral / active EE | $18,277 | $4,985+266.7% | $4,166+338.8% | $6,690+173.2% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |