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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 | $546,848 | $217,432+151.5% | $185,849+194.2% | $167,536+226.4% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 24.10% | 148.42%-124.3pp | 122.10%-98.0pp | 478.82%-454.7pp |
| Employer contribution / active EE | $2,331 | $5,875-60.3% | $5,169-54.9% | $4,839-51.8% |
| Participant deferral / active EE | $6,348 | $6,357-0.1% | $5,569+14.0% | $6,342+0.1% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |