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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 | $559,717 | $165,361+238.5% | $149,715+273.9% | $158,950+252.1% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 23.29% | 348.24%-325.0pp | 276.66%-253.4pp | 302.91%-279.6pp |
| Employer contribution / active EE | $2,275 | $5,103-55.4% | $4,645-51.0% | $4,762-52.2% |
| Participant deferral / active EE | $5,380 | $7,182-25.1% | $6,842-21.4% | $5,983-10.1% |
| Admin fee / account holder | $47 | $10,808-99.6% | $9,310-99.5% | $11,248-99.6% |