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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 | $583,790 | $156,398+273.3% | $147,318+296.3% | $138,895+320.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.59% | 78.75%-58.2pp | 70.43%-49.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $40,000 | $4,853+724.2% | $4,593+770.9% | $4,194+853.7% |
| Participant deferral / active EE | $24,000 | $8,237+191.4% | $7,906+203.6% | $6,396+275.2% |
| Admin fee / account holder | $20 | $14,976-99.9% | $13,708-99.9% | $12,562-99.8% |