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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 | $560,154 | $165,399+238.7% | $149,745+274.1% | $158,982+252.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.19% | 348.34%-337.1pp | 276.72%-265.5pp | 302.99%-291.8pp |
| Employer contribution / active EE | $5,942 | $5,105+16.4% | $4,646+27.9% | $4,763+24.8% |
| Participant deferral / active EE | $3,413 | $7,183-52.5% | $6,843-50.1% | $5,983-43.0% |
| Admin fee / account holder | $2 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |