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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 | $496,305 | $184,014+169.7% | $161,149+208.0% | $138,895+257.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 62.05% | 21.52%+40.5pp | 21.16%+40.9pp | 145.39%-83.3pp |
| Employer contribution / active EE | $4,200 | $5,055-16.9% | $4,360-3.7% | $4,194+0.1% |
| Participant deferral / active EE | $31,000 | $6,909+348.7% | $6,153+403.8% | $6,396+384.7% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |