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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 | $614,544 | $223,823+174.6% | $211,142+191.1% | $154,746+297.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 20.46% | 50.39%-29.9pp | 46.84%-26.4pp | 172.34%-151.9pp |
| Employer contribution / active EE | $3,465 | $6,787-48.9% | $6,442-46.2% | $4,379-20.9% |
| Participant deferral / active EE | $22,227 | $9,750+128.0% | $9,284+139.4% | $6,730+230.2% |
| Admin fee / account holder | $20 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |