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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 | $551,021 | $183,516+200.3% | $155,534+254.3% | $145,884+277.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.23% | 61.43%-47.2pp | 64.92%-50.7pp | 551.85%-537.6pp |
| Employer contribution / active EE | $2,092 | $5,315-60.6% | $4,675-55.2% | $4,662-55.1% |
| Participant deferral / active EE | $10,272 | $6,467+58.8% | $5,630+82.4% | $6,690+53.5% |
| Admin fee / account holder | -$575 | $19,293-103.0% | $15,900-103.6% | $13,392-104.3% |