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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 | $778,615 | $228,395+240.9% | $185,861+318.9% | $158,982+389.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.99% | 40.82%-27.8pp | 35.96%-23.0pp | 302.99%-290.0pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $19,659 | $6,417+206.3% | $5,634+248.9% | $5,983+228.6% |
| Admin fee / account holder | $240 | $11,869-98.0% | $9,503-97.5% | $11,252-97.9% |