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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 | $699,361 | $100,970+592.6% | $96,576+624.2% | $137,256+409.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.39% | 38.16%-24.8pp | 38.47%-25.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,908 | $3,809-23.7% | $3,553-18.2% | $4,156-30.0% |
| Participant deferral / active EE | $11,169 | $8,286+34.8% | $7,956+40.4% | $6,407+74.3% |
| Admin fee / account holder | $6 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |