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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 | $208,088+173.9% | $186,193+206.1% | $154,746+268.3% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.1%+8.6pp | 80.7%+5.0pp |
| Annual return | 15.44% | 89.97%-74.5pp | 78.03%-62.6pp | 172.34%-156.9pp |
| Employer contribution / active EE | $10,601 | $4,340+144.3% | $3,918+170.6% | $4,379+142.1% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $175 | $11,698-98.5% | $11,058-98.4% | $14,365-98.8% |