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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 | $687,662 | $166,131+313.9% | $164,975+316.8% | $145,877+371.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 17.03% | 100.37%-83.3pp | 70.12%-53.1pp | 551.28%-534.3pp |
| Employer contribution / active EE | $18,334 | $5,276+247.5% | $4,343+322.2% | $4,663+293.2% |
| Participant deferral / active EE | $21,000 | $6,962+201.6% | $6,033+248.1% | $6,691+213.9% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |