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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 | $718,610 | $183,592+291.4% | $155,567+361.9% | $145,959+392.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.15% | 61.24%-48.1pp | 64.74%-51.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $2,342 | $5,315-55.9% | $4,674-49.9% | $4,661-49.7% |
| Participant deferral / active EE | $7,783 | $6,464+20.4% | $5,628+38.3% | $6,689+16.4% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |