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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 | $833,694 | $175,231+375.8% | $149,696+456.9% | $139,466+497.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.33% | 166.77%-155.4pp | 134.46%-123.1pp | 373.66%-362.3pp |
| Employer contribution / active EE | $3,071 | $5,478-43.9% | $4,821-36.3% | $4,754-35.4% |
| Participant deferral / active EE | $13,500 | $6,521+107.0% | $5,682+137.6% | $6,712+101.1% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |