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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 | $621,458 | $175,259+254.6% | $149,723+315.1% | $139,487+345.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 25.62% | 166.82%-141.2pp | 134.50%-108.9pp | 373.84%-348.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $19,050 | $6,522+192.1% | $5,682+235.2% | $6,713+183.8% |
| Admin fee / account holder | $229 | $16,158-98.6% | $13,215-98.3% | $11,407-98.0% |