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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 | $172,111+249.5% | $150,298+300.2% | $137,256+338.2% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 15.93% | 69.37%-53.4pp | 62.79%-46.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $6,493 | $4,636+40.0% | $4,154+56.3% | $4,156+56.2% |
| Participant deferral / active EE | $6,341 | $6,166+2.8% | $5,453+16.3% | $6,407-1.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |