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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 | $524,600 | $227,541+130.6% | $189,544+176.8% | $167,497+213.2% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.4%-3.4pp | 82.1%-7.1pp |
| Annual return | 15.31% | 78.42%-63.1pp | 64.18%-48.9pp | 478.62%-463.3pp |
| Employer contribution / active EE | $10,012 | $5,314+88.4% | $4,411+127.0% | $4,838+107.0% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,808-100.0% | $12,310-100.0% |