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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 | $943,082 | $175,257+438.1% | $149,717+529.9% | $139,456+576.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 17.65% | 166.70%-149.0pp | 134.41%-116.8pp | 373.45%-355.8pp |
| Employer contribution / active EE | $2,136 | $5,477-61.0% | $4,820-55.7% | $4,753-55.1% |
| Participant deferral / active EE | $15,000 | $6,521+130.0% | $5,682+164.0% | $6,711+123.5% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |