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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 | $521,902 | $160,028+226.1% | $147,080+254.8% | $145,884+257.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.13% | 98.60%-80.5pp | 420.17%-402.0pp | 551.85%-533.7pp |
| Employer contribution / active EE | $3,894 | $5,286-26.3% | $4,933-21.1% | $4,662-16.5% |
| Participant deferral / active EE | $18,125 | $8,422+115.2% | $8,066+124.7% | $6,690+170.9% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |