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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 | $601,507 | $185,312+224.6% | $161,489+272.5% | $154,746+288.7% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 15.93% | 103.84%-87.9pp | 89.72%-73.8pp | 172.34%-156.4pp |
| Employer contribution / active EE | $6,493 | $4,769+36.1% | $4,268+52.1% | $4,379+48.3% |
| Participant deferral / active EE | $6,341 | $6,350-0.1% | $5,630+12.6% | $6,730-5.8% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |