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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 | $687,184 | $185,905+269.6% | $170,057+304.1% | $139,487+392.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.83% | 60.56%-32.7pp | 53.42%-25.6pp | 373.84%-346.0pp |
| Employer contribution / active EE | $5,371 | $7,597-29.3% | $6,790-20.9% | $4,755+13.0% |
| Participant deferral / active EE | $20,371 | $11,627+75.2% | $10,411+95.7% | $6,713+203.5% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |