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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 | $789,872 | $196,972+301.0% | $182,262+333.4% | $198,609+297.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.50% | 158.27%-141.8pp | 140.60%-124.1pp | 202.70%-186.2pp |
| Employer contribution / active EE | $5,784 | $5,364+7.8% | $5,046+14.6% | $5,055+14.4% |
| Participant deferral / active EE | $22,875 | $8,643+164.7% | $8,276+176.4% | $6,977+227.9% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |