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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 | $691,275 | $110,240+527.1% | $96,544+616.0% | $139,487+395.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 17.87% | 26.41%-8.5pp | 25.88%-8.0pp | 373.84%-356.0pp |
| Employer contribution / active EE | $7,639 | $3,622+110.9% | $2,966+157.5% | $4,755+60.7% |
| Participant deferral / active EE | $11,034 | $5,549+98.9% | $4,851+127.4% | $6,713+64.4% |
| Admin fee / account holder | $268 | $11,602-97.7% | $8,254-96.7% | $11,407-97.6% |