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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 | $106,524+730.2% | $152,301+480.7% | $87,485+910.9% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.4%+6.8pp | 68.9%+20.4pp |
| Annual return | 18.64% | 26.89%-8.2pp | 80.50%-61.9pp | 26.06%-7.4pp |
| Employer contribution / active EE | $11,273 | $3,371+234.4% | $4,624+143.8% | $2,596+334.2% |
| Participant deferral / active EE | $12,934 | $6,525+98.2% | $8,004+61.6% | $4,274+202.6% |
| Admin fee / account holder | $201 | $8,287-97.6% | $14,398-98.6% | $7,775-97.4% |