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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 | $521,340 | $185,905+180.4% | $170,057+206.6% | $139,487+273.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.75% | 60.56%-45.8pp | 53.42%-38.7pp | 373.84%-359.1pp |
| Employer contribution / active EE | $5,875 | $7,597-22.7% | $6,790-13.5% | $4,755+23.6% |
| Participant deferral / active EE | $18,030 | $11,627+55.1% | $10,411+73.2% | $6,713+168.6% |
| Admin fee / account holder | $5 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |