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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 | $633,578 | $148,623+326.3% | $135,974+366.0% | $139,466+354.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.60% | 79.30%-61.7pp | 68.30%-50.7pp | 373.66%-356.1pp |
| Employer contribution / active EE | $3,901 | $5,246-25.7% | $4,859-19.7% | $4,754-17.9% |
| Participant deferral / active EE | $19,514 | $8,103+140.8% | $7,760+151.5% | $6,712+190.7% |
| Admin fee / account holder | $19 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |