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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 | $598,246 | $114,013+424.7% | $103,693+476.9% | $155,188+285.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 12.17% | 49.31%-37.1pp | 47.61%-35.4pp | 148.84%-136.7pp |
| Employer contribution / active EE | $3,931 | $3,131+25.5% | $2,920+34.6% | $4,248-7.5% |
| Participant deferral / active EE | $1,727 | $4,970-65.3% | $4,579-62.3% | $6,531-73.6% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |