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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 | $600,342 | $148,629+303.9% | $135,982+341.5% | $139,487+330.4% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 29.25% | 79.33%-50.1pp | 68.32%-39.1pp | 373.84%-344.6pp |
| Employer contribution / active EE | $4,122 | $5,247-21.4% | $4,859-15.2% | $4,755-13.3% |
| Participant deferral / active EE | $6,183 | $8,102-23.7% | $7,760-20.3% | $6,713-7.9% |
| Admin fee / account holder | $28 | $12,406-99.8% | $10,767-99.7% | $11,407-99.8% |