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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 | $478,597 | $183,592+160.7% | $155,574+207.6% | $145,877+228.1% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 9.67% | 61.37%-51.7pp | 64.87%-55.2pp | 551.28%-541.6pp |
| Employer contribution / active EE | $2,392 | $5,317-55.0% | $4,676-48.8% | $4,663-48.7% |
| Participant deferral / active EE | $5,103 | $6,466-21.1% | $5,629-9.4% | $6,691-23.7% |
| Admin fee / account holder | $97 | $19,316-99.5% | $15,914-99.4% | $13,402-99.3% |