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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 | $666,663 | $88,815+650.6% | $81,882+714.2% | $145,897+356.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 12.70% | 1033.75%-1021.0pp | 779.47%-766.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $2,856 | $3,086-7.5% | $2,916-2.1% | $4,663-38.8% |
| Participant deferral / active EE | $14,973 | $4,647+222.2% | $4,323+246.4% | $6,689+123.8% |
| Admin fee / account holder | $265 | $8,434-96.9% | $7,360-96.4% | $13,390-98.0% |