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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 | $614,094 | $182,442+236.6% | $163,379+275.9% | $138,895+342.1% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.8%+3.2pp | 79.9%+0.1pp |
| Annual return | 21.12% | 72.74%-51.6pp | 63.41%-42.3pp | 145.39%-124.3pp |
| Employer contribution / active EE | $1,735 | $4,159-58.3% | $3,752-53.8% | $4,194-58.6% |
| Participant deferral / active EE | $12,212 | $6,817+79.1% | $6,282+94.4% | $6,396+90.9% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |