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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 | $562,342 | $201,344+179.3% | $184,243+205.2% | $145,877+285.5% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 40.50% | 29.01%+11.5pp | 28.82%+11.7pp | 551.28%-510.8pp |
| Employer contribution / active EE | $5,596 | $7,022-20.3% | $6,427-12.9% | $4,663+20.0% |
| Participant deferral / active EE | $18,981 | $9,807+93.6% | $9,132+107.8% | $6,691+183.7% |
| Admin fee / account holder | $4 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |