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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 | $816,487 | $178,174+358.3% | $156,181+422.8% | $137,256+494.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.29% | 84.19%-72.9pp | 64.87%-53.6pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,345 | $4,972-72.9% | $4,294-68.7% | $4,156-67.6% |
| Participant deferral / active EE | $6,889 | $6,8880% | $6,132+12.3% | $6,407+7.5% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |