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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 | $517,296 | $100,895+412.7% | $90,430+472.0% | $158,950+225.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 14.58% | 1725.54%-1711.0pp | 1293.73%-1279.1pp | 302.91%-288.3pp |
| Employer contribution / active EE | $2,549 | $3,689-30.9% | $3,262-21.8% | $4,762-46.5% |
| Participant deferral / active EE | $14,871 | $4,347+242.1% | $3,963+275.3% | $5,983+148.6% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |