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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 | $1,009,210 | $100,895+900.3% | $90,430+1016.0% | $158,950+534.9% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 19.08% | 1725.54%-1706.5pp | 1293.73%-1274.6pp | 302.91%-283.8pp |
| Employer contribution / active EE | $10,415 | $3,689+182.3% | $3,262+219.3% | $4,762+118.7% |
| Participant deferral / active EE | $8,861 | $4,347+103.8% | $3,963+123.6% | $5,983+48.1% |
| Admin fee / account holder | $60 | $6,505-99.1% | $5,613-98.9% | $11,248-99.5% |