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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 | $155,555+174.2% | $146,866+190.4% | $155,188+174.8% |
| Participation rate | 90.9% | 84.0%+7.0pp | 82.5%+8.4pp | 80.8%+10.1pp |
| Annual return | 17.28% | 115.41%-98.1pp | 102.85%-85.6pp | 148.84%-131.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $17,149 | $8,044+113.2% | $7,759+121.0% | $6,531+162.6% |
| Admin fee / account holder | $114 | $14,755-99.2% | $13,620-99.2% | $14,480-99.2% |