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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 | $409,456 | $165,381+147.6% | $149,730+173.5% | $158,966+157.6% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 10.71% | 348.29%-337.6pp | 276.70%-266.0pp | 302.95%-292.2pp |
| Employer contribution / active EE | $4,375 | $5,104-14.3% | $4,645-5.8% | $4,762-8.1% |
| Participant deferral / active EE | $16,694 | $7,182+132.4% | $6,843+144.0% | $5,983+179.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |