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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 | $727,158 | $117,895+516.8% | $102,460+609.7% | $145,897+398.4% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 16.11% | 31.92%-15.8pp | 29.47%-13.4pp | 552.29%-536.2pp |
| Employer contribution / active EE | $8,417 | $3,619+132.6% | $3,025+178.2% | $4,663+80.5% |
| Participant deferral / active EE | $11,866 | $5,736+106.9% | $5,056+134.7% | $6,689+77.4% |
| Admin fee / account holder | $118 | $13,353-99.1% | $9,460-98.8% | $13,390-99.1% |