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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 | $557,029 | $102,595+442.9% | $94,057+492.2% | $154,746+260.0% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 13.96% | 583.42%-569.5pp | 480.62%-466.7pp | 172.34%-158.4pp |
| Employer contribution / active EE | $2,694 | $3,147-14.4% | $2,933-8.2% | $4,379-38.5% |
| Participant deferral / active EE | $10,691 | $5,118+108.9% | $4,709+127.0% | $6,730+58.8% |
| Admin fee / account holder | $7 | $7,736-99.9% | $7,244-99.9% | $14,365-100.0% |