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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 | $386,568 | $217,392+77.8% | $185,818+108.0% | $167,497+130.8% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 14.92% | 148.37%-133.5pp | 122.06%-107.1pp | 478.62%-463.7pp |
| Employer contribution / active EE | $2,478 | $5,873-57.8% | $5,168-52.0% | $4,838-48.8% |
| Participant deferral / active EE | $5,261 | $6,357-17.2% | $5,568-5.5% | $6,341-17.0% |
| Admin fee / account holder | -$7,712 | $19,813-138.9% | $16,239-147.5% | $12,310-162.6% |