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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 | $497,330 | $178,174+179.1% | $156,181+218.4% | $137,256+262.3% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 17.73% | 84.19%-66.5pp | 64.87%-47.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,529 | $4,972-49.1% | $4,294-41.1% | $4,156-39.1% |
| Participant deferral / active EE | $5,750 | $6,888-16.5% | $6,132-6.2% | $6,407-10.3% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |