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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 | $413,390 | $132,099+212.9% | $115,599+257.6% | $138,895+197.6% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.3%+14.6pp | 79.9%+9.0pp |
| Annual return | 21.57% | 176.76%-155.2pp | 111.10%-89.5pp | 145.39%-123.8pp |
| Employer contribution / active EE | $3,406 | $3,416-0.3% | $2,955+15.2% | $4,194-18.8% |
| Participant deferral / active EE | $5,322 | $5,617-5.3% | $4,889+8.8% | $6,396-16.8% |
| Admin fee / account holder | $0 | $15,650-100.0% | $12,841-100.0% | $12,562-100.0% |