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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 | $601,779 | $114,093+427.4% | $96,171+525.7% | $167,536+259.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 9.15% | 190.00%-180.8pp | 192.04%-182.9pp | 478.82%-469.7pp |
| Employer contribution / active EE | $946 | $3,429-72.4% | $2,799-66.2% | $4,839-80.5% |
| Participant deferral / active EE | $5,901 | $5,197+13.5% | $4,350+35.6% | $6,342-7.0% |
| Admin fee / account holder | $156 | $6,899-97.7% | $5,538-97.2% | $12,315-98.7% |