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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 | $515,353 | $174,018+196.1% | $136,833+276.6% | $198,609+159.5% |
| Participation rate | 80.0% | 65.1%+14.9pp | 59.0%+21.0pp | 82.4%-2.4pp |
| Annual return | 12.07% | 35.16%-23.1pp | 35.32%-23.2pp | 202.70%-190.6pp |
| Employer contribution / active EE | $1,338 | $1,571-14.8% | $1,319+1.5% | $5,055-73.5% |
| Participant deferral / active EE | $1,310 | $2,873-54.4% | $2,441-46.3% | $6,977-81.2% |
| Admin fee / account holder | $9 | $5,434-99.8% | $4,706-99.8% | $19,030-100.0% |