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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 | $672,149 | $117,829+470.4% | $102,423+556.2% | $145,877+360.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.80% | 31.83%-21.0pp | 29.42%-18.6pp | 551.28%-540.5pp |
| Employer contribution / active EE | $2,146 | $3,615-40.6% | $3,023-29.0% | $4,663-54.0% |
| Participant deferral / active EE | $16,415 | $5,732+186.4% | $5,054+224.8% | $6,691+145.3% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |