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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 | $691,152 | $165,399+317.9% | $149,745+361.6% | $158,982+334.7% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 17.01% | 348.34%-331.3pp | 276.72%-259.7pp | 302.99%-286.0pp |
| Employer contribution / active EE | $1,735 | $5,105-66.0% | $4,646-62.7% | $4,763-63.6% |
| Participant deferral / active EE | $18,600 | $7,183+159.0% | $6,843+171.8% | $5,983+210.9% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |