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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 | $557,323 | $196,972+182.9% | $182,262+205.8% | $198,609+180.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.67% | 158.27%-139.6pp | 140.60%-121.9pp | 202.70%-184.0pp |
| Employer contribution / active EE | $23,392 | $5,364+336.1% | $5,046+363.6% | $5,055+362.7% |
| Participant deferral / active EE | $12,300 | $8,643+42.3% | $8,276+48.6% | $6,977+76.3% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |