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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 | $117,846+517.0% | $102,434+609.9% | $145,884+398.5% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 16.11% | 31.90%-15.8pp | 29.46%-13.4pp | 551.85%-535.7pp |
| Employer contribution / active EE | $8,417 | $3,615+132.8% | $3,023+178.4% | $4,662+80.5% |
| Participant deferral / active EE | $11,866 | $5,733+107.0% | $5,055+134.7% | $6,690+77.4% |
| Admin fee / account holder | $118 | $13,356-99.1% | $9,462-98.8% | $13,392-99.1% |