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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 | $413,019 | $202,463+104.0% | $169,397+143.8% | $139,487+196.1% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 22.40% | 532.64%-510.2pp | 406.23%-383.8pp | 373.84%-351.4pp |
| Employer contribution / active EE | $2,037 | $4,694-56.6% | $4,013-49.2% | $4,755-57.2% |
| Participant deferral / active EE | $12,309 | $6,941+77.3% | $6,223+97.8% | $6,713+83.4% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |