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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 | $569,970 | $180,749+215.3% | $160,784+254.5% | $137,256+315.3% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 15.44% | 2234.46%-2219.0pp | 1803.92%-1788.5pp | 220.34%-204.9pp |
| Employer contribution / active EE | $10,601 | $4,155+155.1% | $3,733+184.0% | $4,156+155.1% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $175 | $10,397-98.3% | $9,717-98.2% | $12,270-98.6% |