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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 | $567,086 | $183,592+208.9% | $155,567+264.5% | $145,959+288.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 31.91% | 61.24%-29.3pp | 64.74%-32.8pp | 561.95%-530.0pp |
| Employer contribution / active EE | $2,400 | $5,315-54.8% | $4,674-48.7% | $4,661-48.5% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |