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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 | $560,758 | $165,399+239.0% | $149,745+274.5% | $158,982+252.7% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 30.53% | 348.34%-317.8pp | 276.72%-246.2pp | 302.99%-272.5pp |
| Employer contribution / active EE | $5,422 | $5,105+6.2% | $4,646+16.7% | $4,763+13.8% |
| Participant deferral / active EE | $10,632 | $7,183+48.0% | $6,843+55.4% | $5,983+77.7% |
| Admin fee / account holder | $205 | $10,811-98.1% | $9,312-97.8% | $11,252-98.2% |