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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 | $708,561 | $183,592+285.9% | $155,567+355.5% | $145,959+385.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 22.95% | 61.24%-38.3pp | 64.74%-41.8pp | 561.95%-539.0pp |
| Employer contribution / active EE | $2,424 | $5,315-54.4% | $4,674-48.1% | $4,661-48.0% |
| Participant deferral / active EE | $12,200 | $6,464+88.7% | $5,628+116.8% | $6,689+82.4% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |