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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 | $702,357 | $154,209+355.5% | $130,062+440.0% | $139,487+403.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.35% | 32.52%-14.2pp | -137.37%+155.7pp | 373.84%-355.5pp |
| Employer contribution / active EE | $5,607 | $5,292+5.9% | $4,322+29.7% | $4,755+17.9% |
| Participant deferral / active EE | $24,067 | $6,709+258.7% | $5,821+313.5% | $6,713+258.5% |
| Admin fee / account holder | $176 | $13,988-98.7% | $10,601-98.3% | $11,407-98.5% |