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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 | $225,673+152.6% | $203,872+179.6% | $155,188+267.3% |
| Participation rate | 85.7% | 80.3%+5.4pp | 77.8%+7.9pp | 80.8%+4.9pp |
| Annual return | 15.44% | 95.91%-80.5pp | 85.11%-69.7pp | 148.84%-133.4pp |
| Employer contribution / active EE | $10,601 | $4,099+158.6% | $3,757+182.1% | $4,248+149.6% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $175 | $12,327-98.6% | $11,730-98.5% | $14,480-98.8% |