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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 | $426,517 | $156,398+172.7% | $147,318+189.5% | $138,895+207.1% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 17.28% | 78.75%-61.5pp | 70.43%-53.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $17,149 | $8,237+108.2% | $7,906+116.9% | $6,396+168.1% |
| Admin fee / account holder | $114 | $14,976-99.2% | $13,708-99.2% | $12,562-99.1% |