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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 | $476,403 | $154,228+208.9% | $145,433+227.6% | $137,256+247.1% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 19.07% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $5,602 | $4,804+16.6% | $4,554+23.0% | $4,156+34.8% |
| Participant deferral / active EE | $11,661 | $8,216+41.9% | $7,897+47.7% | $6,407+82.0% |
| Admin fee / account holder | $75 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |