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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 | $884,370 | $106,749+728.5% | $145,433+508.1% | $82,448+972.6% |
| Participation rate | 89.3% | 75.6%+13.6pp | 82.1%+7.2pp | 68.1%+21.2pp |
| Annual return | 18.64% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $11,273 | $3,444+227.3% | $4,554+147.5% | $2,551+341.9% |
| Participant deferral / active EE | $12,934 | $6,519+98.4% | $7,897+63.8% | $4,139+212.5% |
| Admin fee / account holder | $201 | $8,390-97.6% | $13,129-98.5% | $7,234-97.2% |