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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 | $561,432 | $175,257+220.3% | $149,717+275.0% | $139,456+302.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 17.33% | 166.70%-149.4pp | 134.41%-117.1pp | 373.45%-356.1pp |
| Employer contribution / active EE | $2,541 | $5,477-53.6% | $4,820-47.3% | $4,753-46.5% |
| Participant deferral / active EE | $14,000 | $6,521+114.7% | $5,682+146.4% | $6,711+108.6% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |