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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 | $686,035 | $148,623+361.6% | $135,974+404.5% | $139,466+391.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.40% | 79.30%-58.9pp | 68.30%-47.9pp | 373.66%-353.3pp |
| Employer contribution / active EE | $3,811 | $5,246-27.4% | $4,859-21.6% | $4,754-19.8% |
| Participant deferral / active EE | $9,567 | $8,103+18.1% | $7,760+23.3% | $6,712+42.5% |
| Admin fee / account holder | $17 | $12,406-99.9% | $10,767-99.8% | $11,409-99.9% |