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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 | $429,597 | $183,516+134.1% | $155,534+176.2% | $145,884+194.5% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 28.54% | 61.43%-32.9pp | 64.92%-36.4pp | 551.85%-523.3pp |
| Employer contribution / active EE | $1,463 | $5,315-72.5% | $4,675-68.7% | $4,662-68.6% |
| Participant deferral / active EE | $6,095 | $6,467-5.7% | $5,630+8.3% | $6,690-8.9% |
| Admin fee / account holder | $299 | $19,293-98.5% | $15,900-98.1% | $13,392-97.8% |